The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Nasdaq Riskalyze US Large Cap Select Dividend Index (the index). The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks and real estate investment trusts (REITs) that comprise the index. The index is designed to select dividend-paying securities issued by U.S. companies to create a diversified portfolio offering an above-average yield.
|DVY||iShares Select Dividend ETF||0.39 %||
|IUSV||iShares Core S&P U.S. Value ET..||0.04 %||
|VONV||Vanguard Russell 1000 Value In..||0.08 %||
|RDVY||First Trust Rising Dividend Ac..||0.50 %||
|LVHD||Legg Mason Low Volatility High..||0.27 %||
|FTA||First Trust Large Cap Value Al..||0.60 %||
|CDC||VictoryShares US EQ Income Enh..||0.35 %||
|PFM||Invesco Dividend Achievers ETF||0.54 %||
|CLRG||IQ Chaikin U.S. Large Cap ETF||0.25 %||
|CDL||VictoryShares US Large Cap Hig..||0.35 %||
|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)||8.56%||N/A||N/A||91%||A-|
|Risk Adjusted Return||30.99%||N/A||N/A||54%||F|
|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.
There is nothing we particularly like
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.