GDFN yields 8.31% · VIG yields 1.64%● Live data
📍 GDFN pulled ahead of the other in Year 1
Combined, GDFN + VIG cover 0 of 12 months — good coverage
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GDFN focuses on companies within the aerospace and defense sector, investing in pure-play stocks from defense-related activities and prioritizing innovation. Investments center in three key sub-sectors: defense equipment (robotics, drones, military vehicles, space tech, sensor and networking systems, and advanced weaponry), defense technology (AI, IoT, AR/VR, big data analytics, geospatial intelligence, security scanning solutions), and cyber defense firms protecting critical infrastructure. The fund primarily holds between 15 to 100 companies outside the US and Canada, with up to 25% in emerging markets. Security selection combines top-down sector and bottom-up fundamental and valuation analysis to identify attractively valued companies with strong growth prospects. The fund does not hedge currency risk. The fund may engage in security lending. As an actively managed fund, the adviser continuously monitors and adjusts the portfolio based on market and company developments.
Full GDFN 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.