DIVL Profile
The Madison Dividend Value ETF is designed to provide investors with exposure to high-quality, dividend-paying companies that demonstrate the potential for consistent dividend growth. The fund primarily targets equity securities of companies with market capitalizations exceeding $1 billion, focusing on those with a proven track record of paying and growing dividends over time. This strategy aims to capitalize on stable, income-generating investments while seeking long-term capital appreciation.
Under normal market conditions, the fund allocates at least 80% of its net assets, including any borrowings for investment purposes, to dividend-paying equities. This concentration on dividend-paying securities ensures that the ETF maintains a portfolio of investments that provide regular income through dividends, aligning with the fund's objective to offer value through reliable and growing dividend distributions.
In addition to its focus on U.S. equities, the Madison Dividend Value ETF also has the flexibility to invest up to 50% of its common stock allocation in foreign securities. This includes American Depositary Receipts (ADRs) and securities from emerging markets, which allows the fund to diversify its holdings and tap into global dividend opportunities. This international exposure is intended to enhance the fund's overall return potential and reduce risk through geographic diversification.
The fund's investment approach combines rigorous fundamental analysis with a strategic focus on dividend growth potential. By selecting companies that not only have a strong dividend history but also demonstrate the capability to increase dividends, the Madison Dividend Value ETF aims to deliver a steady income stream and potential capital growth, catering to investors seeking both income and long-term value in their equity investments.
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