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ETF Specialist

Dividend Funds Under the Microscope

Not all dividend strategies are the same.

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Combine historically low interest rates with a growing number of income-seeking retirees, and it’s no surprise that funds with a dividend focus have grown in popularity over the past decade.

In our white paper, “U.S. Dividend Funds Under the Microscope,” we took a closer look at dividend funds in Morningstar’s database, sorted them into groups based on portfolio characteristics, and compared their traits and performance.

Daniel Sotiroff has a position in the following securities mentioned above: VIG. Find out about Morningstar’s editorial policies.