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Kristan Wojnar, RCC™
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This week we are tackling the practice management topics of a client-centric approach,...
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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.
Kristan Wojnar, RCC™
|
This week we are tackling the practice management topics of a client-centric approach,...
Aaron Levitt
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With broker-dealers and agents now acting in favor of clients, investors may be...
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Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
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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.
Kristan Wojnar, RCC™
|
This week we are tackling the practice management topics of a client-centric approach,...
Aaron Levitt
|
With broker-dealers and agents now acting in favor of clients, investors may be...
Justin Kuepper
|
Let’s take a look at what sets China apart from other emerging markets,...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
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...