As I have have commented many times within this blog, MFI stocks that pay a 2.6% yielding dividend or greater have historically outperformed. I was asked how that varies by market cap, so I put together a quick pivot table:
|Mkt Cap Decile||Annual Gain|
As a reminder, market cap deciles 1-4 correspond to market caps about $960m or greater. So it seems that a good strategy (at least via a backtest) would be to buy MFI stocks in the top 50 greater than 100m market cap, that pay a dividend of 2.6% or greater and are $1 billion+ in market cap.