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 04/23/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
IWATF | ETF
$64.54
-
1.50%
$0.97
-
YTD Return
4.9%
1 yr return
9.9%
3 Yr Avg Return
3.9%
5 Yr Avg Return
N/A
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 04/23/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
IWATF | ETF
$64.54
-
1.50%
$0.97
-
Period | IWATF Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 4.9% | N/A | N/A | N/A |
1 Yr | 9.9% | N/A | N/A | N/A |
3 Yr | 3.9%* | N/A | N/A | N/A |
5 Yr | N/A* | N/A | N/A | N/A |
10 Yr | N/A* | N/A | N/A | N/A |
* Annualized
Period | IWATF Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 10.4% | N/A | N/A | N/A |
2022 | -21.4% | N/A | N/A | N/A |
2021 | 26.6% | N/A | N/A | N/A |
2020 | 21.1% | N/A | N/A | N/A |
2019 | N/A | N/A | N/A | N/A |
Period | IWATF Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 4.9% | N/A | N/A | N/A |
1 Yr | 9.9% | N/A | N/A | N/A |
3 Yr | 3.9%* | N/A | N/A | N/A |
5 Yr | N/A* | N/A | N/A | N/A |
10 Yr | N/A* | N/A | N/A | N/A |
* Annualized
Period | IWATF Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 11.9% | N/A | N/A | N/A |
2022 | -20.5% | N/A | N/A | N/A |
2021 | 28.8% | N/A | N/A | N/A |
2020 | 22.5% | N/A | N/A | N/A |
2019 | N/A | N/A | N/A | N/A |
IWATF | Category Low | Category High | IWATF % 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 | IWATF % 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 |
IWATF 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 |
IWATF 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 |
IWATF 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.
IWATF Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | N/A | N/A | N/A | N/A |
IWATF | Category Low | Category High | IWATF % Rank | |
---|---|---|---|---|
Dividend Yield | 1.50% | N/A | N/A | N/A |
IWATF | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency |
IWATF | Category Low | Category High | IWATF % Rank | |
---|---|---|---|---|
Net Income Ratio | N/A | N/A | N/A | N/A |
IWATF | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency |
Date | Amount | Type |
---|---|---|
Nov 29, 2023 | $0.473 | OrdinaryDividend |
May 30, 2023 | $0.260 | OrdinaryDividend |
Nov 30, 2022 | $0.436 | OrdinaryDividend |
May 25, 2022 | $0.169 | OrdinaryDividend |
Nov 24, 2021 | $1.009 | OrdinaryDividend |
May 26, 2021 | $0.188 | OrdinaryDividend |
Nov 25, 2020 | $0.369 | OrdinaryDividend |
May 27, 2020 | $0.146 | OrdinaryDividend |
Nov 27, 2019 | $0.435 | OrdinaryDividend |
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