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

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

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Business

University

Hard

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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.

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2 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What has been the fund's performance since its launch in 2006?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What strategy does the fund use for its alternative weighting?

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