(FDL) Morningstar Dividend Leaders - Overview
ETF Category: Large Value | Exchange: NYSE ARCA (USA) | Market Cap: 7.292m USD | Total Return: 28.7% in 12m
TER: 0.45%
Avg Turnover: 58.5M USD
Peers RS (IBD): 92.6
Warnings
No concerns identified
Tailwinds
No distinct edge detected
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.
- 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
Over the past week, the price has changed by -1.65%, over one month by -0.27%, over three months by +7.84% and over the past year by +28.69%.
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