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Home › Calculator › AMGIX Dividend Calculator 2026
Disciplined Core Value Fund - I Class · NASDAQ
Price: $41.84 · Annual div: $3.55/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in AMGIX → $22.6K in 10 years · $147.24/month
The investment seeks long-term capital growth; income is a secondary consideration. In selecting stocks for the fund, the managers use quantitative and qualitative management techniques in a multi-step process. The managers evaluate stocks, primarily large capitalization, publicly traded U.S. companies based on an objective set of measures, including valuation, quality, growth, and sentiment. The portfolio managers use quantitative models to build a portfolio of stocks from the ranking that they believe will provide the optimal balance between risk and expected return.
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Ready to invest? Open AMGIX position with:
Real after-tax yield depends on where you live and how you hold AMGIX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 8.49% | 5.69% | $849 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 7.22% | 4.42% | $722 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 6.79% | 3.99% | $679 / yr |
| 🇬🇧 UK ISA | 0% | 8.49% | 5.69% | $849 / yr |
| 🇬🇧 UK Taxable | 8.75% | 7.75% | 4.95% | $775 / yr |
| 🇨🇦 TFSA | 0% | 8.49% | 5.69% | $849 / yr |
| 🇨🇦 CA Taxable | 25% | 6.37% | 3.57% | $637 / yr |
| 🇦🇺 Super (pension) | 15% | 7.22% | 4.42% | $722 / yr |
| 🇦🇺 AU Taxable | 30% | 5.94% | 3.14% | $594 / yr |
| 🇩🇪 DE Taxable | 26.375% | 6.25% | 3.45% | $625 / yr |
| 🇫🇷 FR Taxable | 30% | 5.94% | 3.14% | $594 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $3.55/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
AMGIX pays quarterly — 4 times per year. Next ex-div: TBD.
How AMGIX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for AMGIX sourced from FMP /financial-growth endpoint — real data, not estimates.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the AMGIX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
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