On Wednesday, Advisors Asset Management (AAM) unveiled three new ETFs, all trading now on the NYSE Arca. Dividend Growth Strategy ETFs The AAM Brentview Dividend Growth ETF (BDIV) has a net expense ratio of 0.49%.
| ARCA Exchange | US Country |
The fund is a cutting-edge actively managed exchange-traded fund (ETF) designed with a strategic focus on dividend-paying equity securities. It aims to outperform the market by targeting investments that not only offer dividends but are also poised for faster growth in these payouts. By allocating at least 80% of its net assets (alongside borrowed funds for investment purposes) into such securities, the fund seeks to provide investors with an attractive mix of income and growth potential. The manager’s approach is carefully calibrated to achieve a growth in dividends at a pace quicker than the market average. Furthermore, the fund prioritizes a lower portfolio beta, indicating a lower volatility compared to the broader market, coupled with an aggregate yield that is ambitious to match or surpass the S&P 500®. This strategy not only aligns with investors seeking regular income but also those aiming for a balanced growth in their investment portfolio.
The fund offers a specialized investment product characterized by several key features:
This product is not passively following an index but is managed by experienced professionals who actively select investments. This active management aims to capitalize on market opportunities and manage risks more effectively than passive index investments.
Investments focus on equity securities that not only provide a potential for capital appreciation but also distribute dividends. The fund’s strategy emphasizes stocks that are expected to increase their dividends faster than their peers, offering an appealing combination of income and growth prospects.
The fund targets a lower portfolio beta, seeking to minimize volatility in comparison to the broader market. This approach is particularly suitable for investors who are cautious about market instability but still desire exposure to equity investments.
With an aim to achieve an aggregate yield at least equal to or greater than the S&P 500®, the fund positions itself as an attractive option for those seeking regular income from their investments along with the potential for capital growth.