The Ins and Outs of Dividend Strategies

In today’s low-interest rate environment, the number of dividend strategy offerings has seen a marked increase. Our report breaks down the growth of both dividend income funds and dividend growth funds, how these strategies are performing against the benchmark, and their distribution across categories.

In this report, you will learn:
  • Our analysis of portfolio characteristics, expense ratios, and asset flows
  • Factors driving the expectations and performance of dividend strategies
  • How Morningstar Medalists overlap with dividend strategy groups

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