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Polen Dividend Income ETF (DIVZ)

Large Value · Polen Capital · NYSE

Large ValueETF
Polen Dividend Income ETF (DIVZ) is an exchange-traded fund in the Large Value category. It has $266.99M in assets, an expense ratio of 0.65% and a 2.59% dividend yield. The fund is an actively-managed ETF that seeks to achieve its investment objective by purchasing 25-35 stocks of companies that pay dividends and expect to grow the dividends over time and are trading at attractive valuations at the time of the investment. Under normal circumstances, at least 80% of its net assets, plus borrowings for investment purposes, will be invested in equity securities, including common stocks and American Depositary Receipts ("ADRs").
Assets under management$266.99M
Expense ratio0.65%
CategoryLarge Value
Dividend yield2.59%
NAV$38.32
Fund familyPolen Capital
ExchangeNYSE

Top holdings

The largest positions Polen Dividend Income ETF reports, by weight.

HoldingNameWeight
UNH UnitedHealth Group Inc 5.98%
PM Philip Morris International Inc 5.80%
MPLX MPLX LP Partnership Units 5.61%
VZ Verizon Communications Inc 5.23%
JNJ Johnson & Johnson 4.83%
NEE NextEra Energy Inc 4.73%
UPS United Parcel Service Inc Class B 4.63%
CVX Chevron Corp 4.01%
BTI British American Tobacco PLC ADR 3.87%
HD The Home Depot Inc 3.86%

Other Large Value ETFs

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