FULVX yields 6.95% · DVY yields 3.50%● Live data
📍 FULVX pulled ahead of the other in Year 1
Combined, FULVX + DVY cover 0 of 12 months — good coverage
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What's the optimal mix of FULVX + DVY for your $10,000?
The fund normally invests at least 80% of assets in U.S. equity securities. The advisor employs a strategy that combines fundamental stock selection and quantitative risk management techniques focused on reducing absolute portfolio risk in an effort to produce returns in excess of the Russell 3000® Index over a full market cycle (generally five to eight years) but with lower absolute volatility. The fund invests in either growth stocks or value stocks or both.
Full FULVX Calculator →The iShares Select Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.
Full DVY 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.