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Polen Dividend Income ETF (DIVZ): ETF

ETF traded on ARCX under symbol DIVZ. Quoted in usd.

Polen Dividend Income ETF logo

Polen Dividend Income ETF

+1.21%$37.67
ARCX:DIVZEquity
AUM $309.03M·YTD --·Yield --
Polen Dividend Income ETF logoARCX:DIVZ$37.67+1.21%
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

  1. PM Philip Morris International Inc6.38%
  2. UNH UnitedHealth Group Inc5.70%
  3. MPLX MPLX LP5.60%
  4. JNJ Johnson & Johnson5.05%
  5. CVX Chevron Corp4.94%
  6. MO Altria Group Inc4.71%
  7. NEE NextEra Energy Inc4.71%
  8. MSFT Microsoft Corp4.12%
  9. ABBV AbbVie Inc4.06%
  10. BIPC Brookfield Infrastructure Corp3.59%
Full holdings, sectors and countries
Dividend History
Benchmark Comparison
Compared against
Performance Returns
Drawdown Chart
Analyst Coverage
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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
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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