Скачать или смотреть FDL ETF - First Trust Morningstar Dividend Leaders Index Fund ETF: $FDL

The First Trust Morningstar Dividend Leaders Index Fund (FDL) is a mutual fund that aims to provide investors with a high level of income and potential for capital appreciation. The fund seeks to achieve this by investing in a diversified portfolio of dividend-paying companies that have a strong track record of paying and increasing dividends over time.

The fund is based on the Morningstar Dividend Leaders Index, which is composed of companies that have a history of consistently paying dividends and have a positive outlook for future dividends. The index is composed of stocks from various sectors and industries, with a focus on large-cap companies. The fund's portfolio is rebalanced and reconstituted on a quarterly basis to ensure that it remains aligned with the index.

One of the key advantages of investing in the FDL is its focus on companies with a strong track record of paying dividends. Dividend-paying companies tend to be more stable and financially sound, which can provide a level of income stability for investors. Additionally, companies that consistently increase their dividends tend to be growing and profitable, which can lead to potential capital appreciation.

Another advantage of the FDL is its diversification. The fund invests in a broad range of companies across different sectors and industries, which can help to reduce the overall risk of the portfolio. This diversification helps to ensure that the portfolio is not overly exposed to the performance of any one particular company or sector.

The fund's expense ratio is 0.60%, which is relatively low compared to other mutual funds. This can help to keep the overall costs of investing in the fund low, which can lead to a higher return on investment.

In terms of performance, the FDL has generally performed well over the long-term. The fund has consistently outperformed its benchmark index, the S&P 500, over the past five years. Additionally, the fund has a high level of income, with an average annual dividend yield of 2.5%.

Overall, the First Trust Morningstar Dividend Leaders Index Fund (FDL) is a solid choice for investors looking for a high level of income and potential for capital appreciation. Its focus on companies with a strong track record of paying dividends and its diversified portfolio can provide a level of stability and reduce risk. Additionally, its low expense ratio and strong performance make it an attractive option for long-term investors.

It's always important to do your own research, consider your own financial situation, and consult with a financial advisor before making any investment decisions.