Value-Growth Dispersion

Value-Growth Dispersion is derived directly from the Value-Growth Dispersion Metric as follows.

LOW: Value-Growth Dispersion Metric is less than 80

MEDIUM: Value-Growth Dispersion Metric is between 80 and 123

HIGH: Value-Growth Dispersion Metric is greater than 123

The breakpoints of 80 and 123 are static following a 20-60-20 rule. That is, roughly 60% of portfolios will be labeled as Medium, and 20% each as Low and High.