Key stats
About Copper Place Global Dividend Growth ETF
Expense ratio
0.88%
Home page
www.R3ETFs.com
Inception date
Mar 31, 2022
GDVD comes back as R Cubeds first ETF. The actively managed fund seeks to identify dividend-paying companies that have an above-average growth potential. To construct the portfolio, the fund manager uses a combination of quantitative screens and qualitative research on both an industry and company level. Quantitative screens include dividend yield, return on investment, cash flow, and revenue growth. Whereas the qualitative research covers an industrys supply/demand characteristics, short- and long-term positions, and companys competitive advantage, financial strength and profitability. The fund holds a broad portfolio of global stocks across industries, size, and style spectrum. At least 40% of the funds net assets may be allocated in foreign securities, including emerging market stocks. GDVD was a previously closed fund issued by Principal. R Cubed acquired the fund and although the name was changed, the strategy has remained the same.
Classification
What's in the fund
Exposure type
Finance
Health Technology
Stock breakdown by region