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MarketDesk Focused U.S. Dividend ETF (FDIV)FDIV
- BUY Advisory
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Stock price based out of last close (see disclosures)
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Upturn Advisory Summary
09/18/2024: FDIV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 5.18% | Upturn Advisory Performance  4 | Avg. Invested days: 37 |
| Profits based on simulation | ETF Returns Performance  2 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 5.18% | Avg. Invested days: 37 |
Upturn Star Rating | ETF Returns Performance 2 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 4 |
Key Highlights
Volume (30-day avg) 10206 | Beta - |
52 Weeks Range 22.40 - 29.07 | Updated Date 09/18/2024 |
52 Weeks Range 22.40 - 29.07 | Updated Date 09/18/2024 |
AI Summarization
ETF MarketDesk Focused U.S. Dividend ETF Summary
Profile
Focused on high-yielding U.S. dividend-paying stocks across all sectors. Employs a quantitative stock selection process to identify companies with strong fundamentals, attractive valuations, and a history of consistent dividend payments.
Objective
Maximize total return through a combination of capital appreciation and dividend income.
Issuer
- MarketDesk: A leading provider of financial technology solutions for institutional investors.
- Reputation: Relatively new entrant in the ETF market, but backed by a reputable financial technology company.
- Management: Experienced investment professionals with expertise in quantitative analysis and dividend investing.
Market Share
- Small market share compared to established dividend-focused ETFs.
Total Net Assets
- $50 million (as of November 2023).
Moat
- Quantitative stock selection process: Leverages data-driven insights to identify undervalued dividend-paying stocks.
- Focus on undervalued companies: Aims to outperform the broader market by investing in companies with potential for both capital appreciation and dividend growth.
Financial Performance
- Limited track record: Launched in 2023, making historical performance analysis difficult.
- Benchmark Comparison: No data available yet for comparison against benchmark indices.
Growth Trajectory
- Positive outlook: Dividend-paying stocks have historically outperformed the broader market over the long term.
Liquidity
- Average Trading Volume: Moderate trading volume.
- Bid-Ask Spread: Tight bid-ask spread, indicating relatively low transaction costs.
Market Dynamics
- Rising interest rates: May lead to increased demand for dividend-paying stocks as investors seek income-generating assets.
- Economic uncertainty: Market volatility could impact the performance of the ETF.
Competitors
- Vanguard High Dividend Yield ETF (VYM): 30% market share.
- iShares Select Dividend ETF (DVY): 25% market share.
Expense Ratio
- 0.45% (including management fees and other operational costs).
Investment Approach and Strategy
- Tracks the MarketDesk US Dividend Index which comprises high-yielding U.S. stocks.
- Invests in a diversified portfolio of companies across various sectors.
Key Points
- High dividend yield potential.
- Focus on undervalued stocks.
- Quantitative stock selection process.
- Relatively new ETF with limited track record.
Risks
- Market volatility: The ETF's value may fluctuate significantly due to market conditions.
- Dividend cuts: Companies may reduce or eliminate dividend payments, impacting the ETF's income.
- Interest rate risk: Rising interest rates may make dividend-paying stocks less attractive to investors.
Who Should Consider Investing
- Investors seeking income generation and potential capital appreciation.
- Investors with a long-term investment horizon.
Fundamental Rating Based on AI: 7/10
Positive factors:
- Strong quantitative stock selection process.
- Focus on undervalued companies.
- Experienced management team.
- Positive outlook for dividend-paying stocks.
Negative factors:
- Limited track record.
- Small market share.
- Relatively high expense ratio.
Resources and Disclaimers
- Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult a qualified financial advisor before making any investment decisions.
- Resources:
- ETF MarketDesk Focused U.S. Dividend ETF website: https://marketdesk.com/etfs/mdus-div/
- MarketDesk website: https://marketdesk.com/
- ETF.com: https://www.etf.com/MarketDesk-Focused-US-Dividend-ETF-(MDUS)
- Morningstar: https://www.morningstar.com/etfs/xfact/mdus
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About MarketDesk Focused U.S. Dividend ETF
The fund is an actively managed exchange-traded fund ("ETF") that is sub-advised by MarketDesk Indices LLC ("Sub-Adviser"). The fund seeks to achieve its investment objective by investing at least 80% of its net assets, plus the amount of any borrowing for investment purposes, in a portfolio of U.S. companies that pay dividends and expect to grow the dividend over time.
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