CGDV Profile
CGDV
(Capital Dividend Value ETF) is an exchange-traded fund (ETF) managed
by Capital Research and Management Company. The ETF seeks to track the
performance of the Capital Dividend Value Strategy, which is a
benchmark that tracks the performance of high-quality dividend-paying
companies in the U.S.
As a dividend-focused ETF, CGDV invests
primarily in a diversified portfolio of high-quality dividend-paying
companies in the U.S. The ETF aims to provide investors with exposure
to companies that have a history of paying consistent dividends and
have the potential for long-term capital appreciation.
As of
September 2021, the CGDV ETF had total net assets of around $10
million and was invested in a diversified portfolio of dividend-paying
companies in the U.S. The fund's holdings are managed by the
investment professionals at Capital Research and Management Company,
who have extensive experience in managing equity portfolios.
In
terms of performance, CGDV has delivered solid returns over the long
term, with a focus on generating income through the dividend payments
from high-quality companies. The ETF's focus on dividend-paying
companies in the U.S. may make it a suitable option for investors who
are seeking exposure to the U.S. equity market and are looking for
income-generating investments.
Investors should keep in mind
that like all investments, CGDV carries risks, including the risk that
individual companies in the portfolio may experience declines in their
financial performance or face regulatory or market challenges.
Additionally, the ETF charges a relatively low expense ratio of 0.29%,
which is in line with the average expense ratio for equity-focused
ETFs. Investors should carefully consider their investment objectives
and risk tolerance before investing in CGDV or any other
dividend-f
|
