Making its debut on 12/14/2012, smart beta exchange traded fund FlexShares Quality Dividend ETF (QDF) provides investors broad exposure to the Style Box - All Cap Blend category of the market.
Making its debut on 12/14/2012, smart beta exchange traded fund FlexShares Quality Dividend ETF (QDF) provides investors broad exposure to the Style Box - All Cap Blend category of the market.
Launched on 12/14/2012, the FlexShares Quality Dividend ETF (QDF) is a smart beta exchange traded fund offering broad exposure to the Style Box - All Cap Blend category of the market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RG Rafael Guijarro City National Bank Of Florida /MSD | 3,222 | $254,828 | $290,431.08 | $35,603.08 | 13.97% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 703 | $55,600.27 | $63,491.44 | $7,891.17 | 14.19% |
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 14,472 | $887,712.48 | $1.31M | $419,615.64 | 47.27% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 270 | $19,458.9 | $24,456.6 | $4,997.7 | 25.68% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 350 | $19,061 | $31,659.25 | $12,598.25 | 66.09% |
| ARCA Exchange | US Country |
The company in question specializes in offering investment solutions, focusing on delivering a high-quality, income-oriented portfolio of U.S. equity securities. It targets investors seeking long-term capital growth while maintaining an overall beta close to that of the Northern Trust 1250 Index, a benchmark representing the performance of U.S. domiciled large- and mid-capitalization companies. By carefully selecting stocks, the company aims to provide a balanced mix of growth and income to its clients, making it an attractive choice for individuals and institutions looking to diversify their investments in the United States.
This product focuses on curating a selection of U.S. equity securities that offer attractive dividend yields and have the potential for long-term capital appreciation. The goal is to generate a steady income stream for investors while also ensuring the possibility of capital gains. The portfolios are designed with a focus on quality and stability, targeting securities that collectively aim to provide exposure to a high-quality, income-oriented universe of long-only U.S. equity.
The company employs a targeted beta strategy that aims to match the overall market risk (beta) of the Northern Trust 1250 Index, thereby aligning its portfolios' risk profile with that of the broader U.S. stock market. This strategy is beneficial for investors looking to achieve market-like returns with a similar level of volatility as the parent index, ensuring that the investments are not unduly riskier than the market at large.