How to Find a Great Dividend Fund

Plus, 5 gold-rated and 2 silver-rated funds that investors should consider adding to their portfolios.

Dan Sotiroff and Todd Trubey, senior manager research analysts for Morningstar Research Services, discuss what makes a great dividend fund, the trade-offs that are costing some investors, and the risks to watch for.

00:38 Dividend Income, Dividend Growth, and Dividend Income and Growth

01:58 Dividend Fund Risks

03:00 Should Dividend Yield Be a Top Priority?

05:07 Dividend Funds vs Passive Options

06:22 -What Advantage Do Actively Managed Funds Have Over Broadly Diversified Passive Funds?

07:52 How to Find a Great Dividend Fund

09:32 Passively Managed Dividend Fund Picks

10:17 Actively Managed Fund Picks



Read about topics from this episode.

What Makes a Great Dividend Fund? https://www.morningstar.com/etfs/what...

3 Great International Dividend ETFs for 2024 https://www.morningstar.com/etfs/3-gr...

The Best Dividend Funds https://www.morningstar.com/funds/bes...



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Read what our team is writing:

Ivanna Hampton https://www.morningstar.com/people/iv...

Daniel Sotiroff https://www.morningstar.com/people/da...

Todd Trubey https://www.morningstar.com/people/to...



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