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Frontier Phocas Small Cap Value Fund Institutional Class · NASDAQ
Price: $24.67 · Annual div: $0.77/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 FPSVX → $13.6K in 10 years · $34.48/month
The primary objective of this fund is to achieve substantial long-term investment returns, primarily through the appreciation of its capital. Under normal market conditions, the fund commits a minimum of 80% of its total net assets to common equity shares of small-capitalization companies, mirroring the profile of businesses typically included in the Russell 2000® Value Index. To ensure broad industry exposure and mitigate the risks associated with individual securities, the portfolio generally holds between 100 and 120 different companies, with initial allocations to each stock typically ranging from 0.25% to 1.00% of the fund's overall assets.
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 FPSVX position with:
Real after-tax yield depends on where you live and how you hold FPSVX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 3.13% | 0.33% | $313 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 2.66% | -0.14% | $266 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 2.50% | -0.30% | $250 / yr |
| 🇬🇧 UK ISA | 0% | 3.13% | 0.33% | $313 / yr |
| 🇬🇧 UK Taxable | 8.75% | 2.86% | 0.06% | $286 / yr |
| 🇨🇦 TFSA | 0% | 3.13% | 0.33% | $313 / yr |
| 🇨🇦 CA Taxable | 25% | 2.35% | -0.45% | $235 / yr |
| 🇦🇺 Super (pension) | 15% | 2.66% | -0.14% | $266 / yr |
| 🇦🇺 AU Taxable | 30% | 2.19% | -0.61% | $219 / yr |
| 🇩🇪 DE Taxable | 26.375% | 2.30% | -0.50% | $230 / yr |
| 🇫🇷 FR Taxable | 30% | 2.19% | -0.61% | $219 / 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 $0.77/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
FPSVX pays quarterly — 4 times per year. Next ex-div: TBD.
How FPSVX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for FPSVX 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 FPSVX 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 →
Frontier Phocas Small Cap Value Fund Institutional Class (FPSVX) is a financial services stock currently trading at $24.67 with a dividend yield of 3.13%. The company pays an annual dividend of $0.77 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings.
Auto-generated from live market data. For educational purposes only — not financial advice.
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