Dividend Investing Ideas Center
Critical Facts You Need to Know About Preferred Stocks
Have you ever wished for the safety of bonds, but the return potential...
Name
As of 11/01/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
IUTCF | ETF
$17.97
-
0.80%
$0.14
-
YTD Return
32.3%
1 yr return
33.3%
3 Yr Avg Return
11.0%
5 Yr Avg Return
11.0%
Net Assets
$N/A
Holdings in Top 10
N/A
Expense Ratio N/A
Front Load N/A
Deferred Load N/A
Turnover N/A
Redemption Fee N/A
Standard (Taxable)
N/A
IRA
N/A
Fund Type
Exchange Traded Fund
Name
As of 11/01/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
IUTCF | ETF
$17.97
-
0.80%
$0.14
-
Period | IUTCF Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 32.3% | N/A | N/A | N/A |
1 Yr | 33.3% | N/A | N/A | N/A |
3 Yr | 11.0%* | N/A | N/A | N/A |
5 Yr | 11.0%* | N/A | N/A | N/A |
10 Yr | 6.6%* | N/A | N/A | N/A |
* Annualized
Period | IUTCF Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 8.6% | N/A | N/A | N/A |
2022 | -9.2% | N/A | N/A | N/A |
2021 | -10.1% | N/A | N/A | N/A |
2020 | 25.0% | N/A | N/A | N/A |
2019 | 48.7% | N/A | N/A | N/A |
Period | IUTCF Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 32.3% | N/A | N/A | N/A |
1 Yr | 33.3% | N/A | N/A | N/A |
3 Yr | 11.0%* | N/A | N/A | N/A |
5 Yr | 11.0%* | N/A | N/A | N/A |
10 Yr | 6.6%* | N/A | N/A | N/A |
* Annualized
Period | IUTCF Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 10.7% | N/A | N/A | N/A |
2022 | -7.1% | N/A | N/A | N/A |
2021 | -8.6% | N/A | N/A | N/A |
2020 | 25.5% | N/A | N/A | N/A |
2019 | 50.1% | N/A | N/A | N/A |
IUTCF | Category Low | Category High | IUTCF % Rank | |
---|---|---|---|---|
Net Assets | N/A | N/A | N/A | N/A |
Number of Holdings | N/A | N/A | N/A | N/A |
Net Assets in Top 10 | N/A | N/A | N/A | N/A |
Weighting of Top 10 | N/A | N/A | N/A | N/A |
Weighting | Return Low | Return High | IUTCF % Rank | |
---|---|---|---|---|
Stocks | 0.00% | N/A | N/A | N/A |
Preferred Stocks | 0.00% | N/A | N/A | N/A |
Other | 0.00% | N/A | N/A | N/A |
Convertible Bonds | 0.00% | N/A | N/A | N/A |
Cash | 0.00% | N/A | N/A | N/A |
Bonds | 0.00% | N/A | N/A | N/A |
IUTCF Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | N/A | N/A | N/A | N/A |
Management Fee | N/A | N/A | N/A | N/A |
12b-1 Fee | N/A | N/A | N/A | N/A |
Administrative Fee | N/A | N/A | N/A | N/A |
IUTCF Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | N/A | N/A | N/A | N/A |
Deferred Load | N/A | N/A | N/A | N/A |
IUTCF Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | N/A | N/A | N/A |
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
IUTCF Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | N/A | N/A | N/A | N/A |
IUTCF | Category Low | Category High | IUTCF % Rank | |
---|---|---|---|---|
Dividend Yield | 0.80% | N/A | N/A | N/A |
IUTCF | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency |
IUTCF | Category Low | Category High | IUTCF % Rank | |
---|---|---|---|---|
Net Income Ratio | N/A | N/A | N/A | N/A |
IUTCF | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency |
Date | Amount | Type |
---|---|---|
Jun 25, 2024 | $0.072 | OrdinaryDividend |
Dec 28, 2023 | $0.075 | OrdinaryDividend |
Jun 26, 2023 | $0.125 | OrdinaryDividend |
Dec 29, 2022 | $0.127 | OrdinaryDividend |
Jun 24, 2022 | $0.110 | OrdinaryDividend |
Dec 30, 2021 | $0.052 | OrdinaryDividend |
Sep 24, 2021 | $0.038 | OrdinaryDividend |
Jun 24, 2021 | $0.086 | OrdinaryDividend |
Mar 25, 2021 | $0.024 | OrdinaryDividend |
Dec 30, 2020 | $0.025 | OrdinaryDividend |
Sep 24, 2020 | $0.009 | OrdinaryDividend |
Jun 24, 2020 | $0.012 | OrdinaryDividend |
Mar 25, 2020 | $0.006 | OrdinaryDividend |
Dec 30, 2019 | $0.002 | OrdinaryDividend |
Sep 24, 2019 | $0.004 | OrdinaryDividend |
Jun 19, 2019 | $0.035 | OrdinaryDividend |
Mar 25, 2019 | $0.026 | OrdinaryDividend |
Dec 28, 2018 | $0.004 | OrdinaryDividend |
Jun 25, 2018 | $0.018 | OrdinaryDividend |
Jun 23, 2017 | $0.013 | OrdinaryDividend |
Jun 15, 2016 | $0.004 | OrdinaryDividend |
Mar 16, 2016 | $0.005 | OrdinaryDividend |
Dec 29, 2015 | $0.000 | OrdinaryDividend |
Sep 16, 2015 | $0.007 | OrdinaryDividend |
Jun 17, 2015 | $0.019 | OrdinaryDividend |
Mar 18, 2015 | $0.010 | OrdinaryDividend |
Dec 29, 2014 | $0.008 | OrdinaryDividend |
Sep 17, 2014 | $0.009 | OrdinaryDividend |
Jun 18, 2014 | $0.023 | OrdinaryDividend |
Mar 19, 2014 | $0.016 | OrdinaryDividend |
Dec 27, 2013 | $0.016 | OrdinaryDividend |
Dec 27, 2013 | $0.084 | CapitalGainLongTerm |
Sep 18, 2013 | $0.030 | OrdinaryDividend |
Jun 19, 2013 | $0.059 | OrdinaryDividend |
Mar 21, 2013 | $0.056 | OrdinaryDividend |
Dec 24, 2012 | $0.021 | OrdinaryDividend |
Sep 21, 2012 | $0.040 | OrdinaryDividend |
Jun 22, 2012 | $0.048 | OrdinaryDividend |
Mar 23, 2012 | $0.048 | OrdinaryDividend |
Sep 23, 2011 | $0.035 | OrdinaryDividend |
Mar 26, 2010 | $0.005 | OrdinaryDividend |
Jun 25, 2009 | $0.008 | OrdinaryDividend |
Dec 24, 2008 | $0.037 | OrdinaryDividend |
Sep 25, 2007 | $0.002 | OrdinaryDividend |
Jun 26, 2007 | $0.040 | OrdinaryDividend |
Jun 27, 2005 | $0.012 | OrdinaryDividend |
Mar 28, 2005 | $0.020 | OrdinaryDividend |
Jun 25, 2004 | $0.014 | OrdinaryDividend |
Dec 29, 2003 | $0.014 | OrdinaryDividend |
Sep 25, 2003 | $0.003 | ReturnOfCapital |
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