REGL competes in a crowded segment, but the fund separates itself in a number of ways from its mid-cap peers. For starters, it's a dividend-focused fund that only holds companies that have increased their dividends for 15 years or more. REGL's stringent requirements limit it to just a few dozen securities, leading to a concentrated portfolio. It aims for a minimum of 40 securities, shortening dividend growth histories if required count is not met, and capping each sector to only 30% of the Index weight. Finally, the fund equal-weights its holdings, meaning it tilts smaller than most mid-cap ETFs. The Index is reweighted quarterly with an annual reconstitution.
公司网站 :
https://www.proshares.com/our-etfs/strategic/regl
总经理:-
建立时间:2015
公司总部:ProShares S&P MidCap 400 Dividend Aristocrats ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds