IVSX yields 8.58% · VIG yields 1.61%● Live data
📍 IVSX pulled ahead of the other in Year 1
Combined, IVSX + VIG cover 0 of 12 months — good coverage
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IVSX uses proprietary valuation models in researching small- and mid-cap companies in developed markets outside of North America, aiming for growth through fundamental analysis. The funds adviser uses proprietary research, valuation models, and its Intrinsic Value Stewardship (IVS) model to select stocks with strong return potential, considering factors like valuation, growth, profitability, and business strategy. The Fund is actively managed, typically holds at least 150 positions across multiple countries and sectors, but may concentrate more on certain holdings if justified by its research. The adviser sells positions if they no longer offer compelling investment opportunities or become too large relative to the portfolio.
Full IVSX 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.