- What are the top holdings of BDVG?
- iMGP Berkshire Dividend Growth ETF holds 32 securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does BDVG have?
- BDVG holds 32 positions as reported by the fund's most recent disclosure.
- What sectors does BDVG invest in?
- iMGP Berkshire Dividend Growth ETF (BDVG) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is BDVG most exposed to?
- BDVG's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is BDVG a US-only fund?
- The country allocation card on this page shows BDVG's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does BDVG invest in?
- BDVG offers a dividend-skewed take on the US large-cap equity space. The fund targets 30 to 40 dividend-paying companies that have a strong track record of paying quarterly dividends and are expected to increase their dividends over the next five years. The sub-adviser selects such companies based on current dividend yield, dividend stability, as well as history of and potential for dividend growth. The fund seeks to invest in companies with a current dividend yield that is at least as high as the S&P 500 Index average yield, or if not, have a clear path to paying higher dividends. Each firms balance sheet is evaluated, including the amount of company leverage that may potentially impact dividend stability. Lastly, the fund utilizes the companys ROE to assess prospects for dividend growth. The sub-adviser focuses on a companys regular, periodic dividends but may also consider past payments of special dividends. The fund may invest up to 15% of its net assets in foreign securities.
