iMGP Berkshire Dividend Growth ETF (BDVG)

Overview

The fund operates as an actively-managed exchange-traded fund (ETF), primarily focusing on capitalizing on the dividends distributed by U.S. companies. The fundamental objective of this ETF is to provide investors with a reliable source of income, alongside the potential for capital appreciation, through strategic investments in dividend-paying stocks. This ETF targets companies that have not only consistently paid dividends but are also showing promising signs of increasing their dividend payouts in the foreseeable future, specifically over the next one to five years. To achieve its investment goals, the fund commits at least 80% of its net assets, in addition to utilizing borrowings for investment purposes, in purchasing common stocks that meet its dividend criteria.

Products and Services

Within its strategic investment approach, the fund offers a unique blend of products and services tailored to meet the needs of investors looking for dividend income from U.S. equities:

• Dividend-Paying Stock Portfolio - This comprises the bulk of the fund's investments, focusing on U.S. companies that not only pay annual dividends but also have a strong likelihood of increasing their dividends over the next one to five years. This service caters to investors who prioritize income along with potential stock value appreciation.
• Active Management Strategy - Unlike passive ETFs, this fund is actively managed. This means that its portfolio is constantly monitored and adjusted by a team of investment professionals. They make informed decisions to buy or sell holdings based on their analysis of companies' financial health, their ability to grow dividends, and overall market conditions. The active management approach is designed for investors who prefer a more hands-on methodology in managing dividend income.