Dividend Income Fund
Income • Medium Risk
Current NAV
$14.6000
Change
+0.00%
Min Investment
$1,000
Plan Overview
Medium RiskNAV
$14.6000
1Y Return
+0.00%
Min Investment
$1,000.00
Management Fee
0.60%
High-yield dividend fund for regular income generation
Performance
Holdings Breakdown
Technology
Tesla, Apple, Microsoft
45.2%
$2.3M
Energy
Renewable energy companies
28.7%
$1.5M
Automotive
EV manufacturers
26.1%
$1.3M
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Plan Details
Type:
Mutual_fund
Category:
Income
Risk Level:
Medium
Expense Ratio:
0.60%
Total Assets:
$3,800,000
Inception:
Dec 2019
Recent Activity
No recent activity