jazz Dividend Focused Fund
The Dividend Yield portfolio is designed for investors seeking income and moderate capital appreciation in return for moderate volatility, in line with the S&P 500.
The fancy words:
The Dividend Yield portfolio is constructed from the largest 100 companies with the highest overall dividend, adjusted for market capitalization, utilizing the principles of fundamental investment analysis.
Dividend yield is a measure of the relative value of a company’s dividend. It is calculated by dividing the firm’s dividend by the firm’s current stock price. High dividend yields may be viewed positively, as it may be an indication that the stock is undervalued.
How this portfolio was created.
Number of Securities. There are generally 100 securities in this portfolio
Update Frequency: Quarterly.
If the characteristics of the portfolio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a portfolio has been updated that you place orders to update your holdings.
Past performance is no guarantee of future results.
See how returns are calculated
* Three year and five year returns are annualized.
** Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.For information on how the performance is calculated click here. For information on why your performance may differ from the performance posted click here.
Portfolios are managed by jazzWealth and Folio Institutional. Folio Institutional is a FINRA registered broker-dealer, CRD #48015, SEC #52009. jazzWealth and Folio Institutional are unaffiliated entities. Performance metrics prior to inception (4/18/2016) of jazzWealth are solely those of Folio Institutional.