UDIV
Franklin U.S. Core Dividend Tilt Index ETF
📎 Investment Objective
The Franklin U.S. Core Dividend Tilt Index ETF (UDIV) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Franklin U.S. Core Dividend Tilt Index.
Overview
ETF tracking Franklin U.S. Core Dividend Tilt Index ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Franklin U.S. Core Dividend Tilt Index ETF (UDIV) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Franklin U.S. Core Dividend Tilt Index.
🎯 Investment Strategy
The ETF uses a passive management approach and invests primarily in a portfolio of U.S. equity securities that are included in the Franklin U.S. Core Dividend Tilt Index. The index is designed to provide exposure to U.S. companies with a tilt towards higher dividend-paying stocks.
✨ Key Features
- Tracks the Franklin U.S. Core Dividend Tilt Index, which focuses on U.S. companies with a bias towards higher dividend payers
- Utilizes a passive, index-based investment approach
- Aims to provide exposure to a diversified portfolio of U.S. equities with a dividend tilt
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market conditions or other factors
- Dividend risk: Companies held by the ETF may reduce or eliminate dividend payments, which could adversely affect the fund's performance
- Concentration risk: The ETF may be more susceptible to factors affecting a particular sector or industry due to its focus on dividend-paying stocks
- Tracking error risk: The ETF may not perfectly track the performance of its underlying index
👤 Best For
This ETF may be suitable for long-term investors seeking exposure to a diversified portfolio of U.S. equities with a focus on dividend-paying companies. It may be particularly appealing to investors looking to generate income or complement a broader investment portfolio.