ELCV
Eventide High Dividend ETF
📎 Investment Objective
The Eventide High Dividend ETF seeks to provide a high level of current income while also pursuing long-term capital appreciation.
Overview
ETF tracking Eventide High Dividend ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Eventide High Dividend ETF seeks to provide a high level of current income while also pursuing long-term capital appreciation.
🎯 Investment Strategy
The ETF invests primarily in a portfolio of dividend-paying stocks that the fund's managers believe are undervalued and have the potential for capital appreciation. The fund focuses on companies with strong fundamentals, sustainable competitive advantages, and attractive dividend yields.
✨ Key Features
- Focuses on high-dividend paying stocks in an effort to generate income
- Employs a value-oriented investment approach to identify undervalued companies
- Actively managed portfolio aiming to provide both income and capital growth
- Relatively low expense ratio of 0.00%
⚠️ Primary Risks
- Equity market risk: The value of the fund's holdings may decline due to general stock market conditions
- Dividend risk: Companies may reduce or eliminate dividend payments, impacting the fund's income generation
- Value investing risk: The fund's value-oriented approach may underperform growth-oriented strategies at times
- Concentration risk: The fund may have a relatively concentrated portfolio, which can increase volatility
👤 Best For
The Eventide High Dividend ETF may be suitable for investors seeking a combination of current income and long-term capital appreciation, with a focus on dividend-paying value stocks. It may be appropriate for investors with a moderate to long-term investment horizon who are willing to accept the risks associated with equity investments.