The 'DON' of ETFs Returns More Than 200 Percent Since Inception

The Don fund targets midcap stocks that pay cash dividends, weighting holdings by dividend per share and rebalancing annually. It focuses on sectors like real estate, retail, and utilities, with nearly 400 holdings. With over $3 billion in assets and a cost of 38 basis points, the fund has returned over 200% since 2006, outperforming the S&P Midcap index. It receives a green light in Bloomberg's system for its dividend-based strategy.

What is the primary strategy of the fund Don?

• Targeting midcap stocks with regular cash dividends

• Investing in international markets

• Focusing on technology stocks

• Investing in large-cap stocks

Which sectors does Don primarily allocate its investments to?

• Pharmaceuticals, biotech, and agriculture

• Technology, healthcare, and finance

• Real estate, retail, and utilities

• Automotive, aerospace, and defense

Approximately how many holdings does Don have?

• 400

• 200

• 100

• 600

What is the cost of managing the fund Don in basis points?

• 25

• 38

• 50

• 75

How has Don performed since its launch in 2006?

• It has remained stable with no significant returns

• It has returned more than 200% and outperformed the S&P Midcap index

• It has returned less than 100%

• It has underperformed the S&P Midcap index