Key stats
About ISHARES TRUST CORE DIVID GWTH
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Inception date
Jun 10, 2014
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
DGRO offers a straightforward execution of a dividend growth strategy. The fund aims to find stocks that pay steadily increasing dividends by requiring a 5-year track record of increasing dividends while ensuring that the firms pay out no more than 75% of earnings. Both factors in tandem aim for sustainable growth. While mild sector bets abound, overall the fund looks pretty marketlike. The US total market space is an active battleground for a crowded space, and DGRO is placed competitively within the segment.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Electronic Technology
Health Technology
Stocks99.77%
Finance18.43%
Electronic Technology14.59%
Health Technology13.99%
Consumer Non-Durables9.21%
Technology Services7.43%
Utilities6.82%
Retail Trade5.53%
Energy Minerals5.36%
Producer Manufacturing4.30%
Consumer Services2.71%
Health Services2.52%
Process Industries2.52%
Commercial Services2.28%
Transportation1.29%
Distribution Services1.23%
Non-Energy Minerals0.64%
Consumer Durables0.46%
Industrial Services0.46%
Miscellaneous0.03%
Bonds, Cash & Other0.23%
Cash0.23%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history