|
2/2/2012 Index: 532.12
|
|
|
|
THE MONEYPAPER DRP 63 Index
|
|
Compared with Other Market Indexes
|
| Comparison Values |
1/1/94 |
Current |
% Change |
| MP 63 |
100.00 |
532.12 |
432.12 |
| MP 63 Industrials (52) |
100.00 |
552.33 |
452.33 |
| Dow Jones Industrials |
3754.09 |
12705.41 |
238.44 |
| S&P 500 |
466.45 |
1325.54 |
184.18 |
| NASDAQ Composite |
776.80 |
2859.68 |
268.14 |
| Russell 3000 |
270.13 |
788.81 |
192.01 |
|
|
|
|
|
|
|
1/1/94 |
Current |
$100 Now |
| 3M Company |
26.13 |
87.43 |
525.63 |
| Abbott Labs |
13.86 |
54.45 |
595.03 |
| AMCOL International ! |
13.68 |
29.16 |
544.59 |
| Aqua America |
3.53 |
22.27 |
1117.89 |
| Arch Coal Inc. ! |
13.23 |
15.49 |
156.29 |
| Archer-Daniels-Midland ! |
14.57 |
29.17 |
259.58 |
| AT&T Inc. ! |
20.75 |
29.79 |
298.23 |
| Avon Products ! |
6.08 |
18.44 |
459.43 |
| Bank of America |
10.15 |
7.45 |
135.87 |
| Bank of NY Mellon |
6.03 |
21.29 |
558.84 |
| BB&T Corp. |
9.88 |
28.02 |
526.08 |
| Beam Inc. |
12.44 |
53.00 |
805.60 |
| Becton Dickinson & Co. |
8.31 |
79.38 |
1228.17 |
| Bemis Company |
11.81 |
31.44 |
424.38 |
| Boeing Company ! |
21.82 |
75.22 |
477.50 |
| Caterpillar Inc. ! |
11.13 |
110.33 |
1500.38 |
| CenturyLink Inc. |
11.25 |
37.11 |
499.32 |
| Coca-Cola ! |
22.31 |
67.83 |
433.23 |
| Colgate-Palmolive ! |
15.60 |
90.89 |
825.92 |
| Comcast Corp. ! |
3.96 |
26.69 |
738.43 |
| ConAgra Foods |
13.19 |
26.91 |
377.92 |
| Corning Inc. |
7.76 |
12.94 |
200.65 |
| Costco Wholesale ! |
9.63 |
85.51 |
970.37 |
| Deere & Company ! |
10.78 |
87.42 |
1186.55 |
| Dover Corp. |
14.91 |
64.52 |
582.81 |
| Duke Energy |
12.33 |
21.37 |
394.28 |
| Ecolab Inc. |
5.19 |
60.50 |
1491.87 |
| Edison International |
20.38 |
40.68 |
373.16 |
| Emerson Electric |
13.05 |
51.45 |
631.45 |
| ExxonMobil |
15.78 |
83.53 |
841.98 |
| Franklin Resources |
14.46 |
113.23 |
935.39 |
| General Electric ! |
8.75 |
18.75 |
346.20 |
| Genuine Parts |
25.25 |
64.00 |
471.23 |
| Home Depot ! |
8.78 |
44.46 |
639.56 |
| Hormel Foods |
5.53 |
29.02 |
741.43 |
| Illinois Tool Works |
9.75 |
54.98 |
755.70 |
| Intel Corp. ! |
3.88 |
26.49 |
844.02 |
| Johnson Controls ! |
4.43 |
32.44 |
1034.77 |
| Johnson & Johnson |
11.22 |
65.59 |
850.77 |
| Kimberly-Clark ! |
25.94 |
72.31 |
469.51 |
| MDU Resources |
4.67 |
21.31 |
876.99 |
| Microsoft Corp. ! |
2.52 |
29.95 |
1522.18 |
| National Fuel Gas |
17.00 |
50.37 |
599.60 |
| NextEra Energy |
19.57 |
60.11 |
609.94 |
| Owens & Minor |
10.22 |
30.83 |
416.54 |
| Paychex Inc. |
3.17 |
31.60 |
1391.00 |
| Pentair Inc. |
7.40 |
37.65 |
715.24 |
| PepsiCo Inc. |
20.44 |
66.40 |
455.17 |
| Polaris Industries |
5.63 |
65.21 |
1891.81 |
| Praxair Inc. |
7.72 |
105.69 |
1802.01 |
| Procter & Gamble |
14.38 |
63.32 |
639.15 |
| Raytheon Company |
33.00 |
48.55 |
222.31 |
| RPM International |
11.12 |
25.31 |
445.63 |
| Ryder System ! |
26.50 |
53.02 |
297.07 |
| SCANA Corp. |
24.88 |
45.00 |
438.08 |
| Stanley Black & Decker ! |
18.74 |
71.43 |
634.23 |
| Tennant Company |
12.13 |
39.30 |
477.85 |
| Travelers Inc. ! |
22.47 |
59.39 |
435.21 |
| U.S. Bancorp ! |
10.29 |
28.57 |
479.78 |
| Union Pacific |
21.16 |
114.73 |
773.62 |
| United Technologies ! |
7.75 |
80.02 |
1446.76 |
| VF Corp. ! |
23.06 |
129.96 |
903.22 |
| Waste Management ! |
11.36 |
34.99 |
397.07 |
The
Moneypaper 63-stock Index
(MP 63) was created at
the start of 1994 in
order to track a representative
sampling of companies
that offer dividend reinvestment
plans (or DRIPs). With
an emphasis on quality
and diversity, the index
contains companies that
can easily serve as
"core" holdings
in any portfolio,
and typify the
long-term aims of
the small investor
who uses DRIPs
to build wealth.
The result is a
mixture of 52 industrial
companies, 9 utilities,
and 2 transportation
firms and include
blue
chips like Coca-Cola,
Intel, Johnson &
Johnson,
3M, as well as
banks
(BB&T,
U.S. Bancorp),
food companies
(Hormel and ConAgra),
and other companies
that should do
well in the future,
like Costco, Polaris,
and AFLAC.
The MP63 Index is equally weighted among
companies, regardless of size, and basically
follows the fate of $100 investments in each
company, with dividends reinvested, individually
and in the aggregate. So each company has its own
"index",
regardless of price
level or stock split
history, and the
overall index is
the aggregate performance
of all stocks. When
an individual company
has a reading of
200, it has doubled
the value of its
initial investment,
which was made
at the start of
1994, turning $100
into $200. When
the MP63 passed
the 200 level, as
it did on June
6, 1997, it meant
that an initial
investment of $6,300
($100 in each company)
had achieved a value
of over $12,600.
The
Index is designed to
encourage individual investors
to achieve long-term
wealth
by investing in a diverse
group of companies, which
decreases risk, and to
focus on high-quality,
investor-friendly firms
that offer DRIPs. Most
of the companies included
require ownership of
just one share to enroll
in their plan and charge
No (or
minimal)
fees, which might
otherwise erode the
investor’s
return. (High-fee DRIPs
are indicated with an
exclamation point.)
Fees
are
not
included
in
calculations.
Performance of the index should not be considered a reflection of the actual MP63 Fund performance.
Performance data for the MP63 Fund may be obtained by calling (440) 922-0066.
Top