Actively Managed Dividend Funds
Active funds and ETFs attempt to outpace peers and their relative benchmarks through the active selection and review of securities. These portfolios tend to have higher relative costs compared with passive offerings. Here, we highlight those funds and ETFs that focus on companies that typically pay a dividend.
|
Name
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
TTM Yield
|
Adjusted Expense Ratio
|
Fund Size
|
|---|---|---|---|---|---|---|---|---|
| AAM Brentview Dividend Growth ETF
BDIV
| — | — | — | — | — | 0.490% | 789,931.00 | |
| AB US High Dividend ETF
HIDV
| — | 36.69% | — | — | 2.28% | 0.450% | 15.51 Mil | |
| AMG River Road Dividend All Cap Value I
ARIDX
| 29.98% | 7.72% | 8.65% | 2.55% | 0.720% | 95.25 Mil | ||
| AMG River Road Dividend All Cap Value N
ARDEX
| 29.75% | 7.47% | 8.38% | 2.33% | 0.970% | 95.25 Mil | ||
| AMG River Road Dividend All Cap Value Z
ARZDX
| 30.04% | 7.77% | 8.70% | 2.59% | 0.680% | 95.25 Mil | ||
| American Century Small Cap Dividend A
AMAHX
| — | 23.37% | — | — | 1.72% | 1.340% | 10.16 Mil | |
| American Century Small Cap Dividend G
AMALX
| — | — | 25.13% | — | — | 2.96% | 0.000% | 10.16 Mil |
| American Century Small Cap Dividend I
AMAFX
| — | 23.92% | — | — | 2.13% | 0.890% | 10.16 Mil | |
| American Century Small Cap Dividend Inv
AMAEX
| — | 23.67% | — | — | 1.95% | 1.090% | 10.16 Mil | |
| American Century Small Cap Dividend R
AMAJX
| — | 23.08% | — | — | 1.50% | 1.590% | 10.16 Mil | |
| American Century Small Cap Dividend R6
AMAKX
| — | 24.10% | — | — | 2.27% | 0.740% | 10.16 Mil | |
| Ancora Dividend Value Equity I
ADEIX
| 27.87% | 8.49% | 12.29% | 1.13% | 1.020% | 44.09 Mil | ||
| Applied Finance Dividend Institutional
AFAZX
| 26.68% | 8.16% | 12.36% | 2.44% | 0.960% | 28.46 Mil | ||
| Applied Finance Dividend Investor
AFALX
| 26.33% | 7.88% | 12.08% | 2.32% | 1.210% | 28.46 Mil | ||
| Archer Dividend Growth
ARDGX
| 29.08% | 9.01% | 8.03% | 2.70% | 1.200% | 24.08 Mil | ||
| Ave Maria Rising Dividend
AVEDX
| 30.52% | 10.85% | 13.04% | 0.97% | 0.920% | 1.11 Bil | ||
| BlackRock Equity Dividend Instl
MADVX
| 25.58% | 8.20% | 11.36% | 2.24% | 0.720% | 19.40 Bil | ||
| BlackRock Equity Dividend Inv A
MDDVX
| 25.32% | 7.96% | 11.11% | 2.06% | 0.940% | 19.40 Bil | ||
| BlackRock Equity Dividend Inv C
MCDVX
| 24.32% | 7.13% | 10.28% | 1.52% | 1.700% | 19.40 Bil | ||
| BlackRock Equity Dividend K
MKDVX
| 25.69% | 8.31% | 11.50% | 2.36% | 0.590% | 19.40 Bil | ||
| BlackRock Equity Dividend R
MRDVX
| 24.89% | 7.57% | 10.72% | 1.71% | 1.220% | 19.40 Bil | ||
| BlackRock Equity Dividend Svc
MSDVX
| 25.22% | 7.87% | 11.03% | 1.97% | 0.970% | 19.40 Bil | ||
| Brookstone Dividend Stock ETF
BAMD
| — | 37.59% | — | — | 2.71% | 0.950% | 85.62 Mil | |
| Calamos Dividend Growth A
CADVX
| 31.73% | 9.53% | 15.21% | 0.20% | 1.360% | 20.59 Mil | ||
| Calamos Dividend Growth C
CCDVX
| 30.83% | 8.71% | 14.35% | 0.06% | 2.110% | 20.59 Mil |
United States