DEZU yields 7.66% · VIG yields 1.64%● Live data
📍 DEZU pulled ahead of the other in Year 1
Combined, DEZU + VIG cover 0 of 12 months — good coverage
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The investment seeks to track the investment results of the MSCI EMU Adaptive Hedge to USD Index. The fund generally will invest at least 90% of its assets in the component securities and other instruments of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index. The index has been developed as an equity benchmark for the EMU countries with the foreign currency exposure of the securities included in the underlying index dynamically hedged against the USD determined systematically by four currency risk indicators: carry, momentum, value, and volatility.
Full DEZU 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.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.