HGGAX yields 7.84% · VIG yields 1.61%● Live data
📍 HGGAX pulled ahead of the other in Year 1
Combined, HGGAX + VIG cover 0 of 12 months — good coverage
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The investment seeks long-term growth of capital. The fund invests primarily in the equity securities of companies located anywhere in the world, including in developed and emerging markets. Under normal market conditions, it is expected to invest in at least three countries, including the United States, and invest at least 40% of its assets in foreign companies. The fund may invest up to the greater of 30% of its assets or three times the emerging markets component of the MSCI All Country World Index, in securities of companies located in emerging markets.
Full HGGAX 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.