SCLZ
Swan Enhanced Dividend Income ETF
📎 Investment Objective
The Swan Enhanced Dividend Income ETF (SCLZ) seeks to provide current income and long-term capital appreciation by investing in a portfolio of dividend-paying U.S. stocks.
Overview
ETF tracking Swan Enhanced Dividend Income ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Swan Enhanced Dividend Income ETF (SCLZ) seeks to provide current income and long-term capital appreciation by investing in a portfolio of dividend-paying U.S. stocks.
🎯 Investment Strategy
The fund aims to achieve its objective by investing primarily in a diversified portfolio of large-cap U.S. stocks that have a history of paying dividends. The portfolio is actively managed, with the goal of generating a higher level of income than the broader market while also providing potential for capital appreciation.
✨ Key Features
- Focuses on dividend-paying U.S. large-cap stocks
- Actively managed portfolio with the goal of generating higher income than the broader market
- Potential for capital appreciation in addition to income generation
- Low expense ratio of 0.00%
⚠️ 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 dividend payments, which could negatively impact the fund's income generation
- Concentration risk: The fund's focus on a specific sector or industry may make it more volatile than a more diversified fund
- Liquidity risk: The fund may have difficulty selling certain holdings, which could impact its performance
👤 Best For
The Swan Enhanced Dividend Income ETF may be suitable for investors seeking a combination of current income and long-term capital appreciation, with a focus on dividend-paying U.S. large-cap stocks. Investors with a moderate risk tolerance and a long-term investment horizon may find this fund appropriate as part of a diversified portfolio.