MVIS® US Business Development Companies Index

The MVIS® US Business Development Companies Index (MVBIZD) tracks the performance of the largest and most liquid Business Development Companies that are listed and incorporated in the United States. This is a modified market cap-weighted index, and only includes companies that qualify as a Business Development Company, which means it must be organized under the laws of, and have its principal place of business in the U.S., be registered with the Securities Exchange Commision, and have elected to be regulated as a BDC under the Investment Company Act of 1940. MVBIZD covers at least 90% of the investable universe.

Key Features

Size and Liquidity Requirements Full MCap of at least 150 mln USD.
Three month average-daily-trading volume of at least 1 mln USD at a review and also at the previous two reviews.
At least 250,000 shares traded per month over the last six months at a review and also at the previous two reviews.
Pure-Play Includes only BDC companies.
Diversification Company weightings are capped at 20%.
Review Quarterly.
IndexLast CloseOpenLastChangeChange (1Y)Range (1Y)
 
477.33 477.33 ---16.46%226.16 - 575.56
 
2,004.66 2,004.66 --36.54%756.93 - 2,334.06
 
1,289.01 1,289.01 --17.11%522.71 - 1,512.96
Symbol IndexName
MVBIZD MVIS® US Business Development Companies Price Index
MVBIZDTG MVIS® US Business Development Companies Total Return Gross Index
MVBIZDTR MVIS® US Business Development Companies Total Return Net Index
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