CZAR yields 1.56% · VIG yields 1.64%● Live data
📍 VIG pulled ahead of the other in Year 1
Combined, CZAR + VIG cover 0 of 12 months — good coverage
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What's the optimal mix of CZAR + VIG for your $10,000?
CZAR aims to mirror the performance of the Solactive Natural Monopoly Index, which includes global companies perceived to have a strong competitive edge within their sectors. The fund is focused on large- and mid-cap companies that meet certain requirements. This includes being part of a broader Solactive index aimed at Developed Markets, maintaining an average daily value traded, and meeting volume and free-float market capitalization percentage criteria. Stock selection for the fund is then based on fundamental financial metrics such as sales, profit margin, return on equity, inventory/total assets, and intangible assets/total assets. The top five firms within each sector are then chosen for the index. Weighting is designed to be sector-neutral, taking into consideration the free-float market capitalization of the index. Securities are then weighted equally within sectors, ensuring balanced exposure. CZAR is rebalanced seven business days after the semi-annual Selection Days in June and December.
Full CZAR Calculator →Seeks to track the performance of the S&P U.S. Dividend Growers Index.Passively managed, full-replication approach.Fund remains fully invested.Large-cap equity, emphasizing stocks with a record of growing their dividends year over year.Low expenses minimize net tracking error.With respect to 75% of its total assets, the fund may not: (1) purchase more than 10% of the outstanding voting securities of any one issuer or (2) purchase securities of any issuer if, as a result, more than 5% of the fund’s total assets would be invested in that issuer’s securities; except as may be necessary to approximate the composition of its target index. This limitation does not apply to obligations of the U.S. government or its agencies or instrumentalities.
Full VIG Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.