First Trust Value Line Dividend Fund (FVD)
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Is First Trust Value Line Dividend ETF (FVD) a Strong ETF Right Now?
Making its debut on 08/19/2003, smart beta exchange traded fund First Trust Value Line Dividend ETF (FVD) provides investors broad exposure to the Style Box - Large Cap Value category of the market.
Should First Trust Value Line Dividend ETF (FVD) Be on Your Investing Radar?
If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the First Trust Value Line Dividend ETF (FVD), a passively managed exchange traded fund launched on August 19, 2003.
FVD: Why DGRO And SCHD Are Better Long-Term Dividend Bets
First Trust Value Line® Dividend Index Fund ETF is currently comprised of 236 above-average dividend-paying securities with either a #1 or #2 ranking using Value Line's proprietary Safety Ranking System. A key downside is FVD's 0.61% expense ratio, which severely impacts total returns and its dividend yield, which I estimated to be just 2.39% at current prices. On returns and risk, DGRO and SCHD have more favorable returns distribution profiles than FVD. They've also delivered superior total and downside risk-adjusted returns since DGRO's launch 11.5 years ago.
First Trust Value Line Dividend Fund (FVD) FAQ
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First Trust Value Line Dividend Fund Profile
| XMEX Exchange | US Country |
Overview
The described fund places a strong emphasis on investing primarily in securities that not only rank highly on the Value Line® Safety™ Ranking System but also offer prospects of above-average dividend yields. By allocating at least 90% of its net assets, including those obtained through investment borrowings, into securities that are ranked either #1 or #2 in the Safety Ranking System, the fund aims to provide a secure investment avenue that potentially offers substantial returns through dividends. This strategy targets investors who are looking for a conservative investment approach that does not compromise on the potential for income generation.
Products and Services
- Investment in High-Ranking Securities:
- Emphasis on Dividend Yield:
The fund focuses on investing in securities that have achieved either a #1 or #2 ranking according to the proprietary Value Line® Safety™ Ranking System. This system evaluates various securities based on their safety and potential for stable returns, making it a cornerstone of the fund’s investment strategy. Targeting these high-ranking securities aligns with the fund’s commitment to minimize risk while seeking to secure consistent returns for its investors.
Alongside the safety ranking, the fund prioritizes securities expected to deliver above-average dividend yields. This dual focus ensures that investments are not only considered safe but are also positioned to provide a steady income stream through dividends. This approach caters to income-focused investors who value both the security of their principal and the potential for income generation, making the fund an attractive option for those seeking both safety and profitability in their investments.
