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ETF Specialist

Dividend Funds Under the Microscope

Not all dividend strategies are the same.

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Combine historically low interest rates with a growing number of income-seeking retirees, and it’s no surprise that funds with a dividend focus have grown in popularity over the past decade.

In our white paper, “U.S. Dividend Funds Under the Microscope,” we took a closer look at dividend funds in Morningstar’s database, sorted them into groups based on portfolio characteristics, and compared their traits and performance.

Daniel Sotiroff does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.