- DGRO's investment strategy is to track the Morningstar US Dividend Growth Index.
- DGRO has no specific tilt since neither value nor growth stocks dominate the portfolio at the moment.
- DGRO has almost no exposure to the mid-cap equity universe, with only 4.6% of the NAV allocated to companies with market values between $2 billion and $10 billion. Small-cap names are completely absent from the portfolio.
- The fund is anything but sector-neutral, with IT being its major allocation with a 19.3% weight.
- DGRO's holdings with the Profitability Grades above B- have a combined weight north of 87%, which points to the fact the fund has truly high quality and strong potential for distribution growth.
For further details see:
Consider DGRO For Steadily Growing Income