(FDL) Morningstar Dividend Leaders - Overview
Exchange: NYSE ARCA •
Country: USA •
Currency: USD •
Type: Etf •
ISIN: US3369171091
Etf: Dividend Stocks, Equities, Income Investments
Total Rating 69
Risk 60
Buy Signal -0.02
| Risk 5d forecast | |
|---|---|
| Volatility | 11.9% |
| Relative Tail Risk | -1.61% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 1.15 |
| Alpha | 10.92 |
| Character TTM | |
|---|---|
| Beta | 0.469 |
| Beta Downside | 0.679 |
| Drawdowns 3y | |
|---|---|
| Max DD | 12.25% |
| CAGR/Max DD | 1.58 |
Description: FDL Morningstar Dividend Leaders March 05, 2026
FDL is an exchange-traded fund (ETF) that invests at least 90% of its assets in the First Trust Morningstar Dividend Leaders Index.
This index tracks 100 U.S. large-cap value stocks known for high dividend yields and consistent dividend payments. The funds strategy focuses on companies with a history of returning capital to shareholders, often found in mature industries such as utilities or consumer staples.
FDL is non-diversified, meaning it concentrates investments in fewer securities than a diversified fund. This approach can lead to higher volatility but also potentially higher returns.
For more in-depth analysis, consider researching FDLs historical dividend growth and sector allocations on ValueRay.
Headlines to watch out for
- Dividend consistency of underlying holdings impacts fund performance
- Interest rate changes influence dividend stock valuations
- Market volatility affects high-yield stock demand
- Regulatory changes for dividend taxation alter investor appeal
What is the price of FDL shares?
As of March 16, 2026, the stock is trading at USD 49.96 with a total of 1,130,247 shares traded.
Over the past week, the price has changed by -0.12%, over one month by -1.11%, over three months by +12.22% and over the past year by +19.62%.
Over the past week, the price has changed by -0.12%, over one month by -1.11%, over three months by +12.22% and over the past year by +19.62%.
Is FDL a buy, sell or hold?
Morningstar Dividend Leaders has no consensus analysts rating.
What are the forecasts/targets for the FDL price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |