- The biggest problems with the portfolios of most Americans are an inability to generate income and a lack of global diversity - this fund solves both problems.
- The fund includes several companies that do not pay dividends, which is surprising for a dividend fund.
- American markets appear substantially overvalued given the current macroeconomic headwinds and are far more expensive than their historical average.
- The fund appears to be covering its distributions over the two-year time period, although it failed to do so in 2020.
- The fund trades at a small discount that could represent a reasonable price for it.
For further details see:
ETO: Improving Global Diversity At A Discount