A smart beta exchange traded fund, the Invesco Dow Jones Industrial Average Dividend ETF (DJD) debuted on 12/16/2015, and offers broad exposure to the Style Box - Large Cap Blend category of the market.
If you're interested in broad exposure to the Large Cap Blend segment of the US equity market, look no further than the Invesco Dow Jones Industrial Average Dividend ETF (DJD), a passively managed exchange traded fund launched on December 16, 2015.
Designed to provide broad exposure to the Style Box - Large Cap Blend category of the market, the Invesco Dow Jones Industrial Average Dividend ETF (DJD) is a smart beta exchange traded fund launched on 12/16/2015.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 15,753 | $874,364.55 | $1.02M | $143,909.37 | 16.46% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 31,797 | $2.01M | $2.09M | $76,688.46 | 3.81% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,880 | $455,606.65 | $651,087.06 | $195,480.41 | 42.91% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 26,390 | $1.35M | $1.75M | $395,923.51 | 29.33% |
| RR rosemary richard WCG Wealth Advisors LLC | 48,177 | $2.89M | $3.17M | $282,345.66 | 9.79% |
| ARCA Exchange | US Country |
This company operates as an investment fund focused on providing its investors with the opportunity to gain exposure to dividend-paying equity securities of major U.S. companies. By primarily targeting assets that are part of the Dow Jones Industrial Average™, the fund aims to invest in 30 prominent U.S. companies that have met strict size, listing, and liquidity requirements. Such a strategy involves a disciplined approach to investment, concentrating at least 90% of the fund's total assets in securities that make up the underlying index. Despite its focused strategy on dividend-paying equities, it is important to note that the fund is classified as non-diversified. This classification implies a concentrated investment in fewer securities, which could lead to greater volatility and risk in certain market conditions. The emphasis on companies from the Dow Jones Industrial Average™ is indicative of the fund’s commitment to investing in established, high-quality companies with a consistent track record of dividend payment.
This product focuses on investing in the dividend-paying equity securities of companies listed in the Dow Jones Industrial Average™. The investment strategy centers around allocating at least 90% of the fund's total assets towards securities that comprise the underlying index, aiming to benefit from the consistent dividend payouts and potential capital appreciation of these well-established companies.
The fund operates as a non-diversified investment fund according to its portfolio allocation. This approach allows for a more concentrated investment in a select group of securities. Although this could increase risk through less diversification, it also offers the potential for higher returns by focusing on a curated selection of dividend-paying companies within the Dow Jones Industrial Average™.