FDIV employs a dividend strategy that uses quantitative methods to identify 60-80 companies with higher dividend yields and potential for capital growth. To achieve this, the fund focuses on US companies projected to increase their dividends. The selection process starts by considering a universe of US equity securities that meet the minimum market cap requirement, excluding REITs and organizations with low yield, liquidity and free float. The sub-adviser then assesses the economic strength of the remaining companies, factoring in dividend payment patterns, future growth and consistency over a five-year span to construct its portfolio. This process seeks to isolate firms perceived to have solid financials and a steady track record of paying high dividends. Furthermore, securities are categorized into High Yield Dividend Growth and High Yield Dividend Stability, with corporations ranking in the top 50 of both receiving more weight. FDIVs portfolio is reviewed and adjusted monthly.
公司网站 :
https://www.marketdeskindices.com/fdiv
总经理:-
建立时间:2023
公司总部:MarketDesk Focused U.S. Dividend ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds