DIVL
Madison Dividend Value ETF
📎 Investment Objective
The Madison Dividend Value ETF (DIVL) seeks to provide a high level of current income and long-term capital appreciation by investing in a portfolio of dividend-paying stocks that are undervalued.
Overview
ETF tracking Madison Dividend Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Madison Dividend Value ETF (DIVL) seeks to provide a high level of current income and long-term capital appreciation by investing in a portfolio of dividend-paying stocks that are undervalued.
🎯 Investment Strategy
The fund invests primarily in common stocks of U.S. companies that the portfolio managers believe are undervalued and have the potential for capital appreciation. The managers focus on companies that pay dividends and have a history of consistent dividend payments.
✨ Key Features
- Focuses on dividend-paying value stocks
- Actively managed portfolio aiming to identify undervalued companies
- Seeks to provide both current income and long-term capital growth
- Relatively low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Equity risk: The fund is subject to the risks associated with investing in the stock market
- Value investing risk: The fund's value-oriented investment approach may underperform growth-oriented or other investment styles
- Dividend risk: Companies may reduce or eliminate their dividend payments
👤 Best For
The Madison Dividend Value ETF may be suitable for investors seeking a portfolio of undervalued, dividend-paying stocks that can provide a combination of current income and long-term capital appreciation. This fund may be appropriate for investors with a medium to long-term investment horizon and a moderate risk tolerance.