The DIVZ ETF is managed by TrueMark Investments, LLC (the “Adviser”), with sub-advisory services provided by Titleist Asset Management, Ltd. (the “Sub-Adviser”). This actively-managed exchange-traded fund focuses on a portfolio of 25-35 dividend-paying companies that are expected to grow their dividends over time and are trading at attractive valuations. The selected companies are typically established businesses with strong cash flow, stable revenue streams, and disciplined capital reinvestment programs, making them less volatile compared to the overall equity market.
The TrueMark Dividend Fund (DIVZ) actively manages its portfolio with the aim of investing in 25-35 dividend-paying companies that anticipate growing their dividends over time. These selections are made with a focus on companies that have established themselves with strong cash flows, stable revenue streams, and disciplined capital reinvestment programs, which may result in lower volatility compared to the broader equity market. The fund emphasizes stocks listed on U.S. exchanges with market capitalizations exceeding $8 billion but may consider companies with smaller market caps if they offer above-average dividend yields. DIVZ's investment strategy combines quantitative and qualitative indicators to identify high-quality companies that are undervalued, ultimately seeking to generate attractive returns over time through dividend growth and capital appreciation. Please note that DIVZ is considered non-diversified, potentially concentrating its investments in fewer issuers.
The DIVZ ETF, managed by TrueMark Investments, focuses on actively managing a portfolio of 25-35 dividend-paying companies with expectations of dividend growth. The fund primarily invests in established businesses with strong cash flow, stable revenue streams, and disciplined capital reinvestment programs, aiming to lower volatility compared to the overall equity market. While the focus is on companies with market capitalizations exceeding $8 billion, the fund may also consider companies with smaller market caps if they offer above-average dividend yields and growth potential. The selection process combines quantitative and qualitative indicators, including financial position, historical payouts, and valuation metrics, to identify high-quality, undervalued companies for the fund's portfolio. With its unique strategy, DIVZ seeks to provide investors with exposure to dividend growth in the equity market.
The correlation aspect of the TrueMark Dividend Growth ETF (DIVZ) is essential for understanding how this actively-managed ETF behaves in relation to the broader U.S. equity market. DIVZ seeks to invest in companies with a focus on sustainable dividend growth and attractive valuations. As a result, its correlation with dividend-yielding stocks and value-oriented equities is expected to be strong. Investors interested in dividend strategies and value investing often analyze DIVZ's correlations with other assets to gauge its effectiveness in achieving its investment objectives. To explore and study DIVZ's correlations with various asset classes and sectors, investors can leverage the ETF insider web app, which provides deep and insightful data along with visualizations to identify areas of overlap and potential diversification opportunities.
The Dividend Growth ETF (DIVZ) primarily focuses on investing in companies with a strong commitment to sustaining and increasing their dividend payments over time. The fund aims to build a portfolio of 25-35 dividend-paying stocks, with an emphasis on established businesses exhibiting high cash flow and stable revenue streams. These companies are selected based on a combination of quantitative and qualitative factors, including their historical dividend payouts, financial position, growth potential, and management quality. While DIVZ seeks to provide investors with the opportunity for above-average returns through dividend growth, it is important to note that it may have a concentrated portfolio, which could lead to higher volatility compared to more diversified ETFs.
The exposure characteristic of the TrueMark Dividend Advantage ETF (DIVZ) focuses on actively managed dividend-paying companies trading at attractive valuations in the U.S. equity market. TrueMark Investments, LLC, the fund's investment adviser, and sub-adviser, Titleist Asset Management, Ltd., target companies with established businesses, high cash flow, and stable revenue streams, emphasizing lower volatility relative to the broader equity market. DIVZ predominantly invests in U.S.-listed equities with market capitalizations greater than $8 billion while maintaining a keen eye on dividend yield and growth potential. For investors seeking a strategy centered on income and value, DIVZ provides exposure to companies positioned for sustainable dividend growth in a non-diversified portfolio.
ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.
Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.
This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.
3 min readCompare the IPAY and FINQ ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies to see how they stack up against each other. Whether you're a seasoned investor or just getting started, our comparison provides valuable insights to guide your investment decisions.
6 min readThe ITA ETF, also known as the iShares U.S. Aerospace & Defense ETF, offers several advantages for investors. Firstly, it provides exposure to the aerospace and defense industry, which has shown long-term growth and resilience. Secondly, the ETF diversifies investments across various companies within the sector, reducing individual stock risk. This allows investors to benefit from the potential growth of the industry while minimizing their exposure to any single company.
5 min readThe DIVZ ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
