HDPMX yields 10.02% · VIG yields 1.64%● Live data
📍 HDPMX pulled ahead of the other in Year 1
Combined, HDPMX + VIG cover 0 of 12 months — good coverage
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What's the optimal mix of HDPMX + VIG for your $10,000?
The fund invests in common stocks of companies of any size market capitalization- small, medium or large. The fund may engage in short-sale transactions with respect to 25% of its net assets. It may also invest in money market instruments and may, from time to time, purchase put and call options on U.S. traded stocks or security indices. The fund may also sell options and write "covered" put and call options.
Full HDPMX 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.