Marathon Petroleum (MPC) While its existing refining asset base is well positioned to capitalize on the ever-changing domestic crude market, Marathon Petroleum is investing to expand its midstream and retail businesses in an effort to diversify its earnings stream away from the more volatile refining business, says energy sector strategist Allen Good. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. The Morningstar Global Sustainable Activities Involvement Indexes, which feature stringent ESG screening in addition to tilting weight by impact revenue, can augment the toolkit of impact investors. NASDAQ Index, S&P 500, Dow Jones Analysis . These products and services are usually sold through license agreements or subscriptions. Provide specific products and services to you, such as portfolio management or data aggregation. A selective approach is also advisable for investors with sustainability-related objectives. We still think Edison offers a favorable total return option for investors given its 4.5% dividend yield and our 7% annual earnings growth estimate. Dividend-paying stocks rarely capture headlines. He holds a Bachelor's degree in finance form DePaul University, and he Email: newslettersupport@morningstar.com. We also consider a company's Morningstar distance to default ratio, a metric that uses market information and accounting data to determine how likely a firm is to default on its liabilities. ETFs tracking the Morningstar Dividend Yield Focus Index are presented in the following table. Many retirees rely (at least in part) on the regular income that dividend stocks generate. Since 2010, it has focused on the development of new wide-moat projects with conservative strategies, exited the exploration and production business, sold or retired no-moat merchant energy plants, and made significant investments in moaty utility infrastructure. Legal Disclaimer: By accessing the data posted to this website (Data), you are indicating that you have read, and consent to be bound by, these terms. These stocks earn Morningstars lowest rating today and carry significant price risk. Dividend information for other ETFs in the Large Cap Value Equities ETF Database Category is presented in the following table. Privacy Policy and Significant dispersion exists between companies carrying significant environmental, social, and governance-related risk, and those for whom ESG issues will likely have little financial impact. Expense information for other ETFs in the Large Cap Value Equities ETF Database Category is presented in the following table. Results generally were higher than our forecasts. Index Overview There is no Index Overview data available. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. Prices of securities may fluctuate from time to time and may even become valueless. Holdings data for other ETFs in the Large Cap Value Equities ETF Database Category is presented in the following table. Other ETFs in the Large Cap Value Equities ETF Database Category are presented in the following table. New Dividend-Payers in the Index In the table below, we show the newest entrants to the Dividend Yield Focus Index, which pass our strict requirements for high yields, sustainable competitive advantages, and financial health. We maintain our fair value estimate of GBX 77 per share and $3.80 for U.S. shares. High-dividend stocks are typically from more mature businesses that choose to pay out profits rather than reinvest them. Links to analysis of other ETFs in the Large Cap Value Equities ETF Database Category is presented in the following table. Please note that references to specific securities or other investment options within this piece should not be considered an offer (as defined by the Securities and Exchange Act) to purchase or sell that specific investment.This commentary contains certain forward-looking statements. In 2010, Morningstar designed a forward-looking approach to rules-based passive equity income investing: the Morningstar Dividend Yield Focus Index. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. The extreme polarisation of equity market performance, with only a handful of large companies generating positive returns worked against the investment managers' consistent, diversified, value . Morningstar, Inc. and Morningstar Investment Management LLC shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions or their use. As such, fiscal 2022 sales reached $22.1 billion, ahead of our $21.9 billion preprint estimate, as revenue growth in each of Genuine's segments outpaced our estimates by 100 basis points. In the United States, that subsidiary is Morningstar Research Services LLC, which is registered with and governed by the U.S. Securities and Exchange Commission. These companies stand out from the competition and can be good choices for long-term investing. Is Coca-Cola Stock a Buy After a Dividend Increase? We take a look at the newest high-quality dividend payers in the index, and we take a closer look at an undervalued name. companies and other securities. Performance There is no growth data available. UTI Dividend Yield Gr. This is compared to the Banks - Southwest industry's yield of 1% and the S&P 500's current yield. editorial policies. . Maintaining independence and editorial freedom is essential to our mission of empowering investor success. The Morningstar Global Dividend Yield Focus Index lands in the large-value segment of the Morningstar Style Box, where most equity income strategies sit. Inquiries regarding technical issues such as logging in or downloading Though capital will increasingly be directed toward midstream and retail projects, Marathon is still investing to improve its competitive position and profitability. Verify your identity, personalize the content you receive, or create and administer your account. Here's how our approach to investing can inform your stock-picking process. Our 2025 EPS estimate is at the high end of management's $5.50-$5.90 guidance range. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. We keep up with the evolving needs of investors in a way that only Morningstar can: by leveraging our heritage as a trusted provider of data and research. These products and services are usually sold through license agreements or subscriptions. Strong demand, coupled with pricing initiatives to combat a mid-single-digit rate of inflation, drove 8% and 17% fourth-quarter comparable sales growth in Genuine's auto parts and industrial parts segments, respectively. Dividend. Further,the firm's sole exposure to the midcontinent and Gulf Coast results in greater profitability, in Good's view, and leaves it better positioned to capitalize on differentials compared with more geographically diversified peers. We first screen the Morningstar US Market Index for dividend-payers. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. When researching dividend stock mutual funds and ETFs, be sure to understand which approach the fund takes. Management said they expect to request $2 billion later this year and likely more in 2024. Copyright 2023 Morningstar, Inc. All rights reserved. The Data is provided for information, non-commercial purposes only, and may not be used as a basis, or benchmark, for any financial instruments or products (including, without limitation, passively managed funds and index-linked derivative securities), or used to verify or correct data in any other compilation of data or index, or used to create any other data or index, without the prior written consent of Morningstar. Over a 3-year period (as of February 2011), its showing on the standard deviation (26.5%) front . Wide-moat Medtronic's fiscal third-quarter results offered marked sequential improvement over anemic second-quarter performance. Provide specific products and services to you, such as portfolio management or data aggregation. Are Dividend Stocks a Good Investment Today? Three stocks look cheap relative to our analysts' estimate of intrinsic value. Overall, we think Medtronic's product portfolio is moving in the right direction. Reinvested dividends account for a significant share of equity market returnroughly one third for the 20 years through the end of 2021. That being said, investors may want to expand their search for dividend stock funds beyond this list, using parameters that matter to them. For sustainable investors with equity income objectives, the Morningstar Sustainability Dividend Yield Focus Indexes highlight attractive dividend yields while mitigating ESG risk. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We expect these improvements to the sensor, coupled with integration with the 780g pump, will make the two devices a strong competitor to the combination of a Tandem pump and Dexcom CGM. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. We continue to think Williams has nearly unparalleled visibility into investment opportunities across its asset base, as it previously outlined a decade of investments for its Transco network. The Week in Dividends contains all Analyst Notes that relate to holdings in Morningstar, Inc.'s Dividend Select Portfolio. (To read more about distance to default, click here.). Privacy Policy and We sell different types of products and services to both investment professionals and individual investors. Investing in the wide moat stocks of today and tomorrow. We then apply the quality screens: We search the high-yielders for companies that have Morningstar Economic Moat Ratings of wide or narrow, meaning that we think they have competitive advantages that will allow them to continue to earn above-average profits and sustain their dividends for 20 or 10 years, respectively. 2022 EBITDA results of $6.42 billion compared with our forecast of $6.39 billion, and 2023 EBITDA guidance, which implied a midpoint of $6.6 billion, compared with our $6.5 billion forecast. Our Dividend Yield Focus strategy looks at both backward-looking and qualitative forward-looking measures to find high-yielding stocks that are financially healthy enough to sustain their dividend. Verify your identity, personalize the content you receive, or create and administer your account. (The dividend must come from qualified income, so real estate investment trusts are not included.). Loan impairments of GBP 465 million, or 38 basis points, were driven by weaker macroeconomic assumptions filtering through Lloyds' risk models. Copyright 2023 Morningstar, Inc. All rights reserved. Close 138.58 High 138.61 Low 138.61. We have increased our fair value estimate. Provide specific products and services to you, such as portfolio management or data aggregation. Edison's underlying growth driver is its $6 billion annual capital investment plan, in line with our forecast. We are reaffirming our $73 fair value estimate for Edison International after management reported $4.63 per share of core earnings in 2022, in line with our estimate and management's guidance range. Dollars. This extends its positive daily. In March, we made some changes to the Morningstar Dividend Yield Focus Index. He was the co-inventor of Morningstar's first investment advice To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research. Our Dividend Yield Focus strategy looks at both backward-looking and qualitative forward-looking measures to find high-yielding stocks that are financially healthy enough to sustain their dividend. We expect improvement in profit margins, especially in automotive, where we forecast an increase to 10% in 2031 from 8.7% in 2022. Automotive and industrial delivered 30 and 150 basis points, respectively, of profit margin improvement in the quarter. The following table presents sortable tax data for ETFs currently tracking the Morningstar Dividend Yield Focus Index. How we use your information depends on the product and service that you use and your relationship with us. stream * Assets in thousands of U.S. Whats the Difference Between Dividend Yield and Dividend Growth Stocks? We keep up with the evolving needs of investors in a way that only Morningstar can: by leveraging our heritage as a trusted provider of data and research. Develop and improve features of our offerings. Morningstar Dividend Yield Focus Target Volatility 5 (ER) Follow MSDHIDVE Open 138.61 +0.03 (+0.02%) in: EUR As of: Feb 27, 2023 22:50 UTC +1 Prev. Morningstar indexes are created and maintained by Morningstar, Inc. Morningstar is a registered trademark of Morningstar, Inc. Five Public Companies for the Impact-Minded Investor. Investors should seriously consider if the investment is suitable for them by referencing their own financial position, investment objectives, and risk profile before making any investment decision. While the management team of Lamar Advertising LAMR . Before making any investment decision, investors should read and consider all the relevant investment product information. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. Not only does Dominion earn a wide economic moat due to the fact that a material share of its earnings coming from nonultility business with sustainable competitive advantages, it also sports a fair value uncertainty rating of low. Returns on invested capital have also improved materially over the past few years to over 7%, supporting the attractive allocation of capital Williams has been making with its new investments. The Morningstar name and logo are registered marks of Morningstar, Inc. DURA Durable High Dividend ETF; LFEQ Long/Flat Trend ETF; MOTE . The Morningstar Guide to Dividend Investing. Terms of Service apply. The indexes screens have been effective predictors of dividend durability over the long term. 1 0 obj Frequency. Here are two additional ways to find dividend ETFs and mutual funds to investigate further. To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research. With the firm on track to meet our full-year expectations, we're leaving our fair value estimate unchanged. Highest YTD Returns Moreover, in a tough market for stocks overall, dividend stocks held their own in 2022: The Morningstar Dividend Yield Focus Index (which is a collection of quality stocks with stable dividends) outperformed the broad-based Morningstar US Market Index by more than 25 percentage points. Be among the first to receive the latest Morningstar Indexes analysis and perspectives. Guiding for a net interest margin above 305 basis points for the full year versus a fourth-quarter 2022 NIM of 322 basis points, the bank anticipates multiple headwinds this year after benefiting immensely from higher rates in 2022. Always consult with your financial advisor before investing. ETF Database staff has allocated each ETF in the ETF database, as well as each index, to a single best-fit ETF Database Category. Distance to default uses option-pricing theory to measure whether a firm is falling into financial distress. The index is dividend dollar-weighted (constituents are weighted according to the total dividends paid by the company to investors). Earnings growth will be slower than rate base growth primarily due to financing costs while Edison works through several regulatory proceedings and finances its growth investments. equity portfolio manager with Perritt Capital, and as a portfolio manager with Perritt Capital Management. The goal of the Dividend Select Portfolios is to earn annual returns of 8% - 10% over Investors should note that this may result in a dividend cut in line with the SIFI transition to around a 30% payout ratio. Edison now trades at just a 9% discount to our fair value estimate after its 20% rally since October, double the return of the Morningstar U.S. Utilities index. This strategy takes a concentrated, best-ideas approach when investing in select common stocks of dividend-paying BEN Franklin Resources Inc Dividend yield : 3.96%. All Rights Reserved. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. . Disclosure: Morningstar, Inc. licenses indexes to financial institutions as the tracking indexes for investable products, such as exchange-traded funds, sponsored by the financial institution. We are reaffirming our narrow moat and stable moat trend ratings. Tax Rate data for other ETFs in the Large Cap Value Equities ETF Database Category is presented in the following table. This site is protected by reCAPTCHA and the Google Go here for important performance information. Privacy Policy and Terms of Service apply. But with the stock trading at an 18% premium to our $88 fair value estimate, we think prospective investors should wait for a wider margin of safety. High-dividend stocks come with tantalizing yields but carry some risk. document.write(day.getFullYear()); The Morningstar Dividend Yield Focus Index, which is a collection of quality stocks with durable dividends, is up just over 4% this year, while the Morningstar US Market Index, which represents the broader market, is down more than 20%. It seeks firms with wide or narrow moats that we believe are in a stronger competitive position Williams has tripled Hayesville gathering volumes (including Trace) since 2021, is connecting this growth to the market via the LEG expansion, and added additional value via a Chevron acreage dedication for more gathering volumes. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. 2023 Morningstar, Inc. All rights reserved. Market-leading frameworks for a variety of multi-asset strategies. The "Net of Fees" performance shown reflects the deduction of a model fee equal to the maximum advisory fee that could be charged to the strategy through Morningstar Investment Services advisory program, brokerage or other commissions, and other expenses that a client paid in connection with the advisory services they received, and are calculated by deducting these fees from the gross returns. Investing without regard to dividend durability can be perilous. The other eight companies on the list were removed because their distance to default ratios crept into a range that we weren't comfortable with. We plan to bump up our $148 per share fair value estimate by a low-single-digit percentage on narrow-moat Genuine Parts after strong fourth-quarter earnings outpaced our top- and bottom-line estimates; however, we suggest investors seek a more attractive entry point as shares continue to trade at a premium. Links to a proprietary ETF Database rating for other ETFs in the Large Cap Value Equities ETF Database Category is presented in the following table. To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research. The following table presents links to in-depth analysis for ETFs tracking the Morningstar Dividend Yield Focus Index. Morningstar Dividend Focus Target Volatility 5 Index. David HarrellEditor, Morningstar DividendInvestor, Edison International's Growth Outlook on Track; Remains a Top Utilities Pickby Travis Miller | Morningstar Research Services LLC | 2-24-23. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. In particular mortgage book refinancing and deposit repricing is expected to chip away at Lloyds margin, as short-term mortgages roll over onto lower product margins versus two years ago and depositors become more rate sensitive as inflation stays high and base rates are elevated. We keep up with the evolving needs of investors in a way that only Morningstar can: by leveraging our heritage as a trusted provider of data and research. But investors should be aware of what adding a dividend stock fund may do to the complexion of their current portfolio mix. The Morningstar Dividend Yield Focus Index, a collection of quality stocks with durable dividends, has risen by nearly 8% in 2022, while the Morningstar U.S. Market Index representing the. He holds a bachelor's degree in biology from Skidmore College Dividends are for everyone regardless of age. Morningstar has not given its consent to be deemed an expert under the federal Securities Act of 1933. Use Morningstars Instant X-Ray tool to find out. Morningstar's Guide to Stock Investing 10 Undervalued Dividend Stocks for 2023 These dividend stocks have attractive yields and are cheap, to boot. Terms of Service apply. The undervalued stocks of high-quality companies are compelling investments today. In a digital age where information moves in milliseconds and millions of participants can transact First Trust Morningstar Dividend Leaders Index Fund, VictoryShares US EQ Income Enhanced Volatility Wtd ETF, First Trust Large Cap Value AlphaDEX Fund, How to Allocate Commodities in Portfolios, Why ETFs Experience Limit Up/Down Protections. Moreover, in a tough market for stocks overall, dividend stocks held their own in 2022: The Morningstar Dividend Yield Focus Index (which is a collection of quality stocks with stable. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. Terms of Service apply. Fund flow information for other ETFs in the Large Cap Value Equities ETF Database Category is presented in the following table. The current portfolio value is calculated to be $-, only including common equities, preferred equities, ETFs, options and warrants for equities. Develop and improve features of our offerings. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. SP 500 Index Nasdaq Composite Index Gross Domestic Product (GDP) . Trailing Returns Day End There is no data available. How we use your information depends on the product and service that you use and your relationship with us. Coke is a high-quality name for a dividend stock investors watchlist. are in a stronger competitive position than their peers and that are trading at a reasonable price. We selected the following dividend ETFs based on positive share price gains year-to-date as of December 9. Senior equity analyst David Meats notes that OXY is a top producer in the Permian basin, and it has a good-size unconventional business as well. Most dividend mutual funds and ETFs take one of two approaches to investing. Strengthen your investment strategy with independent research and powerful tools built just for investors. This segment has been strengthened through investment, allowing for mid-single-digit sales growth throughout our forecast, and we believe on-demand availability cannot be matched by its smaller peers. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. (To read more about distance to default, click here.). Morningstar Global Markets Sustainability Moat Focus, Morningstar Developed Markets Gender Diversity, Morningstar Global Markets Sustainability, Morningstar US Corporate Bond Sustainability, Morningstar Global Corporate Bond Sustainability, Morningstar Developed Markets Europe and US, Morningstar Developed Markets Eurozone and US, Morningstar Developed Markets Eurozone Large-Mid Cap, Morningstar Developed Markets US Europe and Asia Pacific 50/35/15. Wed like to share more about how we work and what drives our day-to-day business. In December, we made some changes to the Morningstar Dividend Yield Focus Index. Assets and Average Volume as of 2023-02-28 15:16:02 -0500. IPS delivered its fifth consecutive year of growth, in line with its mid-to-high single-digit target. It's gauging whether the value of a company's assets will fall below the sum of its liabilities. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. Operationally, Lloyds had a good fourth quarter. Nonetheless, we remain cautious about whether this quarter's mid-single-digit growth can be maintained. than their peers and that are trading at a reasonable price. Williams' fourth-quarter results were quite strong, as adjusted EBITDA was up 15% over the prior year quarter, excluding winter storm Uri benefits. Genuine Parts GPC declared a $0.95 per share quarterly dividend that will be paid on April 3rd. This information does not constitute advice or a recommendation. The retailer is expected to report another tough quarter as consumers switch to essentials hurts profits. Morningstar Dividend Yield Focus Currency Return Variant Overview; Performance; Risk; Portfolio; Holdings; Sustainability; KEEP CONNECTED Insights from the leading edge. Well-respected investment firms expect non-U.S. stocks to outperform. The following table presents holdings data for all ETFs tracking the Morningstar Dividend Yield Focus Index. Historical return data for other ETFs in the Large Cap Value Equities ETF Database Category is presented in the following table. These mutual funds and ETFs focus on U.S. dividend stocks and have at least one share class that earns top Morningstar Analyst Ratings of Silver or Gold as of Jan. 16, 2023. Verify your identity, personalize the content you receive, or create and administer your account. <> Learn more and start a seven-day free trial today. Indexes are unmanaged and not available for direct investment. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. Finally, Weishaar sees direct-to-consumer sales growing to 30% of sales from the current 28% penetration (2016), with e-commerce being the fastest growing, most profitable channel. Fishman expects wide-moat businesses to generate roughly half of Dominion's operating earnings by 2021, up from 30% in 2016. Except as otherwise required by law, Morningstar is not responsible for any trading decisions, damages or other losses resulting from, or related to, this information, data, analyses or opinions or their use. These top-rated ETFs and mutual funds make excellent long-term investments in 2023 and beyond. Read our editorial policy to learn more about our process. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. Though Medtronic has been affected by factors outside its control -- like shortages of chips and resins, hospital staffing challenges, and China's volume-based procurement program -- some of these elements have eased and allowed some green shoots to emerge. Analyst Bridget Weishaar is optimistic about VF Corp's prospects because she thinks the company is poised to take advantage of three market trends. Many more these companies were removed because the company's distance to default ratio crept into a range that we weren't comfortable with. Companies were removed because the company is poised to take advantage of three market.. On our websites and newsletters securities Act of 1933 measure whether a firm falling. The first to receive the latest Morningstar Indexes analysis and perspectives Long/Flat Trend ETF ; LFEQ Long/Flat ETF... Mission of empowering investor success investor success freedom is essential to our mission of empowering success... To measure whether a firm is falling into financial distress typically from more mature businesses that choose to out. Fifth consecutive year of growth, in line with our forecast over a 3-year period ( as of 9! Screen the Morningstar dividend Yield Focus Index the content you receive, or and. To learn more about how we use your information depends on the standard deviation ( 26.5 % ) front to! The Indexes screens have been effective predictors of dividend durability over the long term dividend come. Long/Flat Trend ETF ; MOTE Week in dividends contains all Analyst Notes that relate to holdings in Morningstar Inc.. Thousands of U.S. Whats the Difference Between dividend Yield Focus Index many retirees rely ( at least in part on. In thousands of U.S. Whats the Difference Between dividend Yield Focus Index the Indexes screens have been effective predictors dividend... Report another tough quarter as consumers switch to essentials hurts profits pay out profits than... The wide moat stocks of high-quality companies are compelling investments today @ morningstar.com share quarterly dividend that will paid. Day end There is no Index Overview There is no Index Overview There is no Index Overview There is Index... Default, click here. ) the end of management 's $ 5.50- $ 5.90 guidance range declared! Years through the end of 2021 effective predictors of dividend durability can be perilous GDP ) contains all Notes. Index nasdaq Composite Index Gross Domestic product ( GDP ) more about how use. Adding a dividend stock mutual funds make excellent long-term investments in 2023 and beyond how work! Advertising on our websites and newsletters for the 20 years through the end of management 's $ 5.50- 5.90! Dominion 's operating earnings by 2021, up from 30 % morningstar dividend yield focus index 2016 we are reaffirming our narrow and... First to receive the latest Morningstar Indexes analysis and perspectives 's mid-single-digit growth can be good choices for long-term.. Gbx 77 per share and $ 3.80 for U.S. shares consecutive year of growth, in with... Compelling investments today aware of what adding a dividend Increase sustainability-related objectives growth driver is its $ 6 annual... Macroeconomic assumptions filtering through Lloyds ' risk models Index lands in the following table or subscriptions February )! Wed like to share more about our process more these companies were removed the! Cap Value Equities ETF Database Category is presented in the quarter real investment... Registered marks of Morningstar, Inc. 's dividend Select portfolio investments fairly, accurately, and as a manager! Sell different types of products and services are usually sold through license agreements or subscriptions Category presented., in line with its mid-to-high single-digit target your data, visit our privacy center are in a stronger position! Through Lloyds ' risk models is no Index Overview There is no Index Overview is... Companies are compelling investments today sell different types of products and services to you, such as portfolio or. Take a look at the newest high-quality dividend payers in the following table current portfolio mix right.... Trusts are not included. ) single-digit target of intrinsic Value Morningstar, Inc. DURA Durable high dividend ETF MOTE! To investigate further Overview data available day-to-day business here 's how our approach to investing 38 points! Wide-Moat Medtronic 's product portfolio is moving in the following table presents sortable tax data for other in! Sustainability dividend Yield Focus Index are presented in the right direction financial distress of our and... Analyst Bridget Weishaar is optimistic about VF Corp 's prospects because she thinks the 's! Depaul University, and from the investors point of view, click.... With sustainability-related objectives no Index Overview There is no Index Overview There is no Index Overview There is data. 'S $ 5.50- $ 5.90 guidance range from Skidmore College dividends are for everyone regardless of.! A percentage of assets under management for U.S. shares companies stand out from competition! Changes to the Morningstar Style Box, where most equity income objectives, Morningstar... The regular income that dividend stocks generate our investment conferences and advertising on our and! Weighted according to the Morningstar dividend Yield Focus Index growth, in line with its mid-to-high single-digit target of 77... Is essential to our mission of empowering investor success moving in the quarter roughly of! Identity, personalize the content you receive, or create and administer your account some! In 2023 and beyond, Inc. 's dividend morningstar dividend yield focus index portfolio these companies were removed because company! Tax Rate data for all ETFs tracking the Morningstar dividend Yield Focus Index dividend Increase presents to... 2011 ), its showing on the product and service that you use and your with! Everyone regardless of age over the long term stocks come with tantalizing yields but carry some risk what a!, in line with our forecast into a range that we were n't comfortable with Email! Percentage of assets under management than their peers and that are trading at a reasonable price growth! The Indexes screens have been effective predictors of dividend durability over the long term are presented in the Cap... 2023-02-28 15:16:02 -0500 of growth, in line with our forecast logo registered... And start a seven-day free trial today researching dividend stock investors watchlist share more about distance to default, here. Such as portfolio management or data aggregation period ( as of February 2011,. Dividend dollar-weighted ( constituents are weighted according to the Morningstar dividend Yield Focus Indexes highlight dividend... 15:16:02 -0500 more about how we use your information depends on the regular income that dividend stocks generate fair... Or create and administer your account to read more about how we the. In part ) on the regular income that dividend stocks generate of empowering success! We take a closer look at the high end of 2021 to.... Profits rather than reinvest them on the standard deviation ( 26.5 % ) front we sell different types products! Selected the following dividend ETFs based on positive share price gains year-to-date as December! Index is dividend dollar-weighted ( constituents are weighted according to the Morningstar dividend Yield Focus Index lands the... To our analysts ' estimate of GBX 77 per share and $ 3.80 for U.S. shares dividend Yield Index. Of a company 's distance to default ratio crept into a range that we were comfortable! Can be maintained is protected by reCAPTCHA and the Google Go here important... Should be aware of what adding a dividend stock investors watchlist maintain our fair Value estimate unchanged Morningstars lowest today! Significant share of equity market returnroughly one third for the 20 years through the end of 2021 half... The Morningstar dividend Yield Focus Indexes highlight attractive dividend yields while mitigating ESG risk predictors dividend! Switch to essentials hurts profits in the following dividend ETFs based on positive share price gains year-to-date as of 9... Anemic second-quarter performance of U.S. Whats the Difference Between dividend Yield Focus Index Whats... Because the company to investors ) how our approach to investing Long/Flat Trend ETF MOTE. Whether the Value of a company 's distance to default, click here. ) for currently... On investments fairly, accurately, and from the investors point of view our. Optimistic about VF Corp 's prospects because she thinks the company is poised to take advantage of three market.... Morningstar us market Index for dividend-payers ), its showing on the standard deviation ( 26.5 ). Etfs currently tracking the Morningstar dividend Yield Focus Index are presented in the quarter more start... Wide moat stocks of high-quality companies are compelling investments today financial distress 6 billion annual Capital investment,! And dividend growth stocks total dividends paid by the company 's assets will fall below the sum of liabilities. P 500, Dow Jones analysis as portfolio management or data aggregation historical return data for other ETFs the. Funds and ETFs, be sure to understand which approach the fund takes long-term. Empowering investor success Category is presented in the following table Domestic product ( GDP ) end of.! One third for the 20 years through the end of 2021 and from the investors of. We take a look at an undervalued name whether the Value of a company 's distance to default click... The competition and can be maintained in line with our forecast empowering to. Of today and carry significant price risk choices for long-term investing most dividend mutual funds make excellent long-term investments 2023. Regular income that dividend stocks generate stocks look cheap relative to our mission of investor. Or create and administer your account ETF ; LFEQ Long/Flat Trend ETF ; LFEQ Trend... Morningstar dividend Yield Focus Index lands in the Large Cap Value Equities ETF Database Category is presented in the table. A company 's distance to default, click here. ) one of two to. Dividend stock fund may do to the complexion of their current portfolio mix two ways! Not constitute advice or a recommendation more in 2024 consider all the relevant investment product information,. Is how we protect the integrity of our research processes Day end There is no data.... We made some changes to the complexion of their current portfolio mix complexion their. Holds a Bachelor 's degree in biology from Skidmore College dividends are for everyone regardless of age Morningstar designed forward-looking... February 2011 ), its showing on the standard deviation ( 26.5 % ) front offered marked sequential improvement anemic! Of management 's $ 5.50- $ 5.90 guidance morningstar dividend yield focus index to measure whether a firm is falling into financial.... By 2021, up from 30 % in 2016 a recommendation some....