DIVZ
Opal Dividend Income ETF
📎 Investment Objective
The Opal Dividend Income ETF (DIVZ) seeks to provide current income and long-term capital appreciation by investing in a portfolio of dividend-paying stocks.
Overview
ETF tracking Opal Dividend Income ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Opal Dividend Income ETF (DIVZ) seeks to provide current income and long-term capital appreciation by investing in a portfolio of dividend-paying stocks.
🎯 Investment Strategy
The fund invests primarily in common stocks of companies that the portfolio managers believe are undervalued and have the potential to grow their dividends over time. The managers use a value-oriented approach to identify companies with sustainable competitive advantages, strong cash flows, and attractive dividend yields.
✨ Key Features
- Focuses on dividend-paying stocks with the potential for dividend growth
- Utilizes a value-oriented investment approach to identify undervalued companies
- Aims to provide current income and long-term capital appreciation
- Diversified portfolio of large-cap and mid-cap U.S. stocks
⚠️ 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 dividend payments, which could negatively impact the fund's performance
- Value investing risk: The fund's value-oriented approach may underperform growth-oriented or other investment styles
- Concentration risk: The fund's performance may be more volatile due to its focus on dividend-paying stocks
👤 Best For
The Opal Dividend Income ETF may be suitable for investors seeking a source of current income and long-term capital appreciation, with a moderate risk tolerance. It may be particularly appealing to investors in or near retirement who are looking to generate a steady stream of dividend income.