Polen Dividend Income ETF (DIVZ): ETF
ETF traded on ARCX under symbol DIVZ. Quoted in usd.
Polen Dividend Income ETF
+1.21%$37.67
ARCX:DIVZEquity
AUM $309.03M·YTD --·Yield --
About DIVZ
The Polen Dividend Income ETF (DIVZ) is an actively managed fund designed to achieve its investment objective by strategically acquiring shares of 25 to 35 companies. These companies are chosen based on their current dividend payouts, projected long-term dividend growth, and their trading at appealing valuations at the time of investment. Typically, the fund allocates at least 80% of its net assets, combined with any investment-related borrowings, to equity securities. This primarily includes common stocks and American Depositary Receipts (ADRs). Notably, the fund is classified as non-diversified.
Largest holdings
- PM Philip Morris International Inc6.38%
- UNH UnitedHealth Group Inc5.70%
- MPLX MPLX LP5.60%
- JNJ Johnson & Johnson5.05%
- CVX Chevron Corp4.94%
- MO Altria Group Inc4.71%
- NEE NextEra Energy Inc4.71%
- MSFT Microsoft Corp4.12%
- ABBV AbbVie Inc4.06%
- BIPC Brookfield Infrastructure Corp3.59%
Dividend History
Benchmark Comparison
Compared against
Performance Returns
Drawdown Chart
Analyst Coverage
Savings Plan Calculator
Total Invested
$70,000
Final Portfolio
$109,038
Total Return
+$39,038
(+55.8%)
Dividends Reinvested
$0
compounded into portfolio
Defaults are seeded from historical performance and trailing twelve-month yield. Past performance is not a forecast. Feel free to adjust any input to model your own assumptions.
ETF Key Metrics
AUM$309.03M
NAV$37.23
Premium/Discount+1.18%
Expense Ratio0.65%
Market Cap--
Shares Outstanding--
Inception DateJan. 27, 2021
Fund Details
IssuerTrueShares
Asset ClassEquity
Beta--
SectorFinancial Services
DomicileUS
Websitetrue-shares.com/etf/divz
52-Week Range
$34.94$39.67
Current: $37.67
Volume
Volume1.90K
Avg Volume29.12K
Vol/Avg0.07x
30d
24.08K
60d
23.91K
90d
23.00K
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