UNIF yields 60.06% · VIG yields 1.61%● Live data
📍 UNIF pulled ahead of the other in Year 1
Combined, UNIF + VIG cover 0 of 12 months — good coverage
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U & I Financial Corp. operates as the holding company for UniBank that provides banking products and services for small to medium-sized businesses, professionals, and residents with a particular emphasis on Korean and other ethnic minority communities in the United States. The company offers checking, and savings and money market accounts; certificates of deposits/installment savings products. It also provides Commercial Loans, comprising commercial real estate term loans, construction loans, business term loans, equipment loans, business lines of credit, business express loans, and professional lines and loans; and small business administration guaranteed loans. In addition, the company offers credit cards, and online and mobile banking services. It operates branches in Tacoma, Bellevue, and Federal Way, Washington, as well as a loan production office in Atlanta, Georgia. The company was founded in 2006 and is based in Lynnwood, Washington.
Full UNIF 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.