C
Polen Dividend Income ETF DIVZ
$37.49 -$0.19-0.50%
Recommendation
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Fund Information
Fund Type
ETF
Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
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Asset Allocation
Cash
Stock
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Preferred
Convertible
Other
Services Offered
None
Top Holdings
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Performance
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Company Information
Provider
Polen Capital
Manager (Tenure in Years)
Austin Graff (5)
Address
2700 N. Military Trail
Suite 230
Boca Raton FL - 33431
Country
United States
Phone Number
561-241-2425
Investment Strategy
The investment seeks to provide capital appreciation with lower volatility and a higher dividend yield compared to the S&P 500 Index. The fund is an actively-managed ETF that seeks to achieve its investment objective by purchasing 25-35 stocks of companies that pay dividends and expect to grow the dividends over time and are trading at attractive valuations at the time of the investment. Under normal circumstances, at least 80% of its net assets, plus borrowings for investment purposes, will be invested in equity securities, including common stocks and American Depositary Receipts ("ADRs").