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Under typical market conditions, this fund commits at least 80% of its capital, including any leveraged investments, to equity securities that distribute dividends. It primarily targets common and preferred shares of large-cap companies, selected for their established track record of dividend payments or the Subadviser's assessment of their potential for future dividend growth.
Is GDIV's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
In the fourth quarter, market breadth broadened materially: Small- and mid-cap stocks outperformed mega caps, cyclicals gained traction, and sector leadership rotated toward Financials, Industrials, and Health Care. Mueller Industries outperformed during the quarter, as the company reported strong quarterly results with net income and earnings-per-share growth ahead of Wall St. expectations. We have become more constructive on the Energy sector, given oil prices, valuations, and sentiment, and added exposure to the sector during the quarter.
Ballentine Partners LLC decreased its position in shares of Harbor Dividend Growth Leaders ETF (NYSEARCA:GDIV) by 46.8% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 166,536 shares of the company's stock after selling 146,299 shares during the period.
The Harbor Dividend Growth Leaders ETF (GDIV) seeks long-term growth of capital by investing in a relatively concentrated portfolio of primarily large-cap companies with a history or prospect of paying stable or increasing dividends, as determined by the portfolio manager and investment team. During the 2nd quarter, the Harbor Dividend Growth Leaders ETF (“ETF”) returned 6.44% (NAV), underperforming the ETF's style benchmark. The ETF benefited from a modest common factor tailwind during the quarter, but this was offset by stock-specific headwinds.
Dividend growers may serve a dual role in portfolios, seeking to provide both current income and the potential for income growth and capital appreciation. A long-term position in a dividend growth ETF has the potential to add value by providing consistency in portfolios.
Harbor Capital Advisor's ETF business crossed a major milestone this week. Harbor Capital Advisor's ETF business recently crossed a major milestone.