The investment seeks investment results that correspond generally to the price and yield (before fees and expenses) of the NASDAQ US Rising Dividend Achievers Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stock and depositary receipts that comprise the index. The index is designed to provide access to a diversified portfolio of small, mid and large capitalization companies with a history of raising their dividends while exhibiting the characteristics to continue to do so in the future by including companies with strong cash balances, low debt and increasing earnings.
|AAPL||Apple Inc||2.13 %|
|TJX||The TJX Companies, Inc||2.04 %|
|ROST||Ross Stores, Inc||2.04 %|
|C||Citigroup Inc||2.04 %|
|HQH||Tekla Healthcare Investors||2.03 %|
|MSFT||Microsoft Corporation||2.03 %|
|HON||Honeywell International Inc||2.03 %|
|BA||The Boeing Company||2.03 %|
|MAN||ManpowerGroup Inc||2.03 %|
|GS||The Goldman Sachs Group, Inc||2.02 %|
|DVY||iShares Trust - iShares Select..||0.39 %||
|IUSV||iShares Core S&P U.S. Value ET..||0.04 %||
|VONV||Vanguard Russell 1000 Value In..||0.08 %||
|FTA||First Trust Large Cap Value Al..||0.60 %||
|LVHD||Legg Mason Low Volatility High..||0.27 %||
|CDC||VictoryShares US EQ Income Enh..||0.35 %||
|CDL||VictoryShares US Large Cap Hig..||0.35 %||
|PFM||Invesco Dividend Achievers ETF||0.54 %||
|QLC||FlexShares US Quality Large Ca..||0.32 %||
|Market Performance vs.
Industry/Classification (Large Value)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||14.22%||20%||F||79%||C+|
|Risk Adjusted Return||87.60%||30%||F||86%||B|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
The company has under performed its peers on annual average total returns in the past 5 years.