BDVG

IMGP Berkshire Dividend Growth ETF

$12.73

+0.00%

Market closed. Last update: 10:54 PM ET

📎 Investment Objective

The IMGP Berkshire Dividend Growth ETF seeks to provide long-term capital appreciation and current income by investing in a portfolio of dividend-paying stocks with the potential for dividend growth.

Overview

ETF tracking IMGP Berkshire Dividend Growth ETF

Category Growth

Issuer Other

Inception Date 2023-06-30

Market Cap $8.6M

Average Volume N/A

Dividend Yield 1.89%

52-Week Range $10.36 - $12.87

VWAP $12.72

Performance

Loading performance data...

Price Chart

Investment Summary

📎 Investment Objective

The IMGP Berkshire Dividend Growth ETF seeks to provide long-term capital appreciation and current income by investing in a portfolio of dividend-paying stocks with the potential for dividend growth.

🎯 Investment Strategy

The ETF aims to achieve its objective by investing primarily in the common stocks of companies that have a history of paying dividends and the potential for future dividend growth. The fund's portfolio is actively managed, with the goal of identifying companies that the investment team believes are well-positioned to continue increasing their dividends over time.

✨ Key Features

Focuses on dividend-paying stocks with growth potential
Actively managed portfolio to identify companies with sustainable dividend growth
Aims to provide both capital appreciation and current income

⚠️ Primary Risks

Market risk: The value of the fund's holdings may decline due to general market conditions
Dividend risk: Companies may reduce or eliminate their dividends, which could negatively impact the fund's performance
Concentration risk: The fund may have a significant portion of its assets invested in a particular sector or industry, which could increase volatility
Active management risk: The fund's performance could be worse than the overall market if the investment team's decisions are unsuccessful

👤 Best For

The IMGP Berkshire Dividend Growth ETF may be suitable for investors seeking long-term capital appreciation and current income from a portfolio of dividend-paying stocks. It may be particularly appealing to investors with a moderate risk tolerance who are looking to generate a steady stream of income while also benefiting from the potential for capital growth.