Vanguard's Patent About to Expire: What's Next for Active ETFs?
Justin Kuepper
|
Vanguard's patent on adding an ETF share class to mutual funds will expire...
The investment thesis behind VDAIX is quite simple: companies with solid track records of increasing dividends are typically larger and more stable companies that have the means to continuously return and grow shareholder value via dividends. It is important to note, however, that the yields offered by these companies may not seem that attractive – but remember that a stock with a high yield may in fact be a dividend value trap instead of a sound investment.
As of 6/1/2015, VDAIX’s top holdings included:
Another great feature of VDAIX is that it only charges an expense ratio of 0.20% with a minimum investment of $3,000. The Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) is another option – it charges 0.10% with a minimum investment of $10,000.
Before making any investment decisions, be sure to take a close look under the hood of each prospective investment to make sure the fund is appropriate for your unique risk/return profile.
Follow us on Twitter @MutualFundscom
Disclosure: No positions at time of writing.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Vanguard's patent on adding an ETF share class to mutual funds will expire...
Kristan Wojnar, RCC™
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Let’s dive into the business building ideas of social media planning, cultivating new...
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While there are many value-focused ETFs, active funds have the flexibility to pinpoint...
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Justin Kuepper
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Let's take a closer look at how ESG investments have outperformed during the...
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Daniel Cross
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While CITs and mutual funds share many similarities, there are some key differences...
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Sam Bourgi
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The phrase ‘bear market’ has been thrown around a lot lately, but it...
The investment thesis behind VDAIX is quite simple: companies with solid track records of increasing dividends are typically larger and more stable companies that have the means to continuously return and grow shareholder value via dividends. It is important to note, however, that the yields offered by these companies may not seem that attractive – but remember that a stock with a high yield may in fact be a dividend value trap instead of a sound investment.
As of 6/1/2015, VDAIX’s top holdings included:
Another great feature of VDAIX is that it only charges an expense ratio of 0.20% with a minimum investment of $3,000. The Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) is another option – it charges 0.10% with a minimum investment of $10,000.
Before making any investment decisions, be sure to take a close look under the hood of each prospective investment to make sure the fund is appropriate for your unique risk/return profile.
Follow us on Twitter @MutualFundscom
Disclosure: No positions at time of writing.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Vanguard's patent on adding an ETF share class to mutual funds will expire...
Kristan Wojnar, RCC™
|
Let’s dive into the business building ideas of social media planning, cultivating new...
Justin Kuepper
|
While there are many value-focused ETFs, active funds have the flexibility to pinpoint...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...