| NASDAQ Exchange | US Country |
This investment fund is designed for individuals seeking to diversify their portfolio through a carefully selected mix of dividend-paying stocks from both U.S. and non-U.S. companies. The fund's strategy focuses on investing in companies that not only offer above-median yield but also show a positive trend in their dividend payouts and exhibit favorable earnings growth. By prioritizing firms across a wide range of market capitalizations, including large-cap, mid-cap, and small-cap categories, the fund aims to represent a broad spectrum of the global economy. To ensure a diversified investment approach, the fund maintains a substantial portion of its net assets, between 30% to 50%, in securities of non-U.S. issuers, with a commitment to never dropping below 30% under normal market conditions.
The fund specializes in selecting and investing in dividend-paying stocks from both U.S. and international markets. By focusing on companies that not only distribute dividends consistently but also demonstrate a positive trend in increasing those payouts, the fund aims to provide investors with a steady income stream while also offering the potential for capital appreciation.
Through its investments in a broad range of companies representing diverse sectors of the global economy, the fund offers investors exposure to global economic growth. This includes investments across various market capitalizations, encompassing large-cap, mid-cap, and small-cap stocks, ensuring that investors can benefit from growth opportunities in different economic environments and market cycles.
A significant portion of the fund’s portfolio is dedicated to securities of non-U.S. issuers, ensuring a minimum of 30% to 50% of its net assets are invested in international markets under normal market conditions. This strategy not only enhances portfolio diversification but also allows investors to tap into the growth potential of international markets, mitigating the risk associated with having investments concentrated in a single country.