HNLVX yields 21.94% · VIG yields 1.61%● Live data
📍 HNLVX pulled ahead of the other in Year 1
Combined, HNLVX + VIG cover 0 of 12 months — good coverage
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The fund invests primarily in equity securities, principally common and preferred stocks of large cap companies. Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of large cap companies. The Subadviser focuses on those companies that the advisor believes are higher quality businesses that are undervalued by the market relative to what the Subadviser believes to be their fair value. The fund may invest up to 20% of its total assets in the securities of foreign issuers, including issuers located or doing business in emerging markets.
Full HNLVX 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.