SPY - HTD: Well Run Mixed-Allocation Fund Trading Near All-Time High Premium To NAV (Deservedly So?)
HTD Fund Focus
jhinvestments.com
The main goal of the Hancock Tax-Advantaged Dividend Income Fund (HTD) is to seek out sources of strong after-tax yield. The Fund allocates at least 80% of assets under management to dividend-generating securities, typically those with a favorable long-term cap gains profile.
Leadership
The Fund takes a team approach to managing HTD's assets: there are six managers, five of whom are CFA charter holders, with well over 100 years of aggregate professional experience.
Volume & AUM
SA Essential
Share volume can move around a good bit, but does not