FDL News and Press, First Trust Morningstar From 02/01/22

In investing, the big five could more aptly refer to the connected categories of growth, inflation, interest rates, valuations, and style. 2022 is shaping up to be one of slowing toward more normal, healthy rates of economic growth and inflation, thereby paving the way to a sustainabl...

HDV's Index recently reconstituted, and despite a marginal drop in the estimated yield to about 3.50%, I think investors will be thrilled with the changes. HDV's holdings have similar growth prospects compared with the iShares Core Dividend Growth ETF, but are trading at nice discount...

First Trust Morningstar Dividend Leaders Index Fund (NYSEARCA:FDL) - $0.4277. 30-Day SEC Yield of 4.28% as of Aug. 31. Payable Dec 31; for shareholders of record Dec 27; ex-div Dec 23. For further details see: First Trust Morningstar Dividend Leaders Index Fund declares quarterly distri...

FDL is a dividend ETF following a proprietary methodology by Morningstar. It is heavy in healthcare and telecom. Valuation and yield look great, but quality metrics and past performance don’t. For further details see: FDL: Attractive Yield And Value, Disappointing...

The US rebound from the Q3 slowdown is in full bloom. The economy certainly looks like it is on solid ground right now. So, why in the world are bonds rallying? The 10-year Treasury yield fell 10 basis points on Friday after the payroll report. The movements in bond markets today ...

Each month, I give a broad overview of dividend and income-focused ETFs, selecting them from my growing database that now includes 740 funds. You'll find information on your favorite ETF's historical returns, risk, yield, growth, fees, concentration levels, and more. November saw ...

We think current cost-push inflation is poised to give way to a healthy, regenerative demand-pull environment, replete with moderate economic growth that is beneficial for the value companies in which we invest. History has shown moderate inflation can be good for value stocks. We con...

Each month, I review the periodic performances of dividend and income-focused ETFs, and for October I added 34 funds to bring the total to 77. I've categorized these ETFs to make it easier to find the best ones that match your investment style. Important metrics like yield, divide...

We noted in our quarterly letter that every brokerage house on the Street was bearish and telling its customers to expect stocks to move into a correction. We also reminded you that one of Reilly’s Rules is that when everyone expects something to happen something else usually does....

Bonds sold off again last week, with the yield on the 10-year Treasury closing over 1.6% for the first time since early June. But this rise in rates is at least a little different than the fall that preceded it. When nominal rates fell from April through July, real rates fell right al...