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 04/16/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
YTD Return
6.2%
1 yr return
28.1%
3 Yr Avg Return
10.0%
5 Yr Avg Return
9.2%
Net Assets
$385 M
Holdings in Top 10
22.7%
Expense Ratio 0.29%
Front Load N/A
Deferred Load N/A
Turnover 44.00%
Redemption Fee N/A
Standard (Taxable)
N/A
IRA
N/A
Fund Type
Exchange Traded Fund
Name
As of 04/16/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Period | QVAL Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 6.2% | -7.6% | 8.7% | 3.22% |
1 Yr | 28.1% | -8.1% | 32.2% | 2.41% |
3 Yr | 10.0%* | -5.0% | 13.9% | 2.45% |
5 Yr | 9.2%* | -0.7% | 15.8% | 35.11% |
10 Yr | N/A* | 0.1% | 11.9% | 68.66% |
* Annualized
Period | QVAL Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 25.9% | -11.3% | 33.3% | 2.15% |
2022 | -13.5% | -41.6% | 2.3% | 47.83% |
2021 | 32.7% | -41.5% | 44.9% | 4.36% |
2020 | -7.9% | -29.0% | 22.1% | 93.35% |
2019 | 21.5% | -8.1% | 31.2% | 50.86% |
Period | QVAL Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 6.2% | -7.6% | 8.7% | 3.22% |
1 Yr | 28.1% | -8.1% | 32.2% | 2.41% |
3 Yr | 10.0%* | -5.0% | 13.9% | 2.45% |
5 Yr | 9.2%* | -0.7% | 15.8% | 35.11% |
10 Yr | N/A* | 0.1% | 11.9% | N/A |
* Annualized
Period | QVAL Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 28.4% | -3.7% | 36.5% | 1.88% |
2022 | -11.8% | -35.0% | 2.4% | 83.97% |
2021 | 34.4% | 6.2% | 48.3% | 10.35% |
2020 | -5.9% | -22.9% | 23.2% | 95.57% |
2019 | 24.1% | -3.0% | 35.7% | 74.29% |
QVAL | Category Low | Category High | QVAL % Rank | |
---|---|---|---|---|
Net Assets | 385 M | 991 K | 28 B | 65.24% |
Number of Holdings | 51 | 8 | 2449 | 83.42% |
Net Assets in Top 10 | 65.9 M | 250 K | 4.28 B | 69.52% |
Weighting of Top 10 | 22.67% | 5.0% | 104.2% | 43.32% |
Weighting | Return Low | Return High | QVAL % Rank | |
---|---|---|---|---|
Stocks | 99.68% | 56.38% | 102.65% | 14.44% |
Cash | 0.32% | 0.00% | 43.98% | 82.62% |
Preferred Stocks | 0.00% | 0.00% | 5.43% | 95.99% |
Other | 0.00% | -1.97% | 8.33% | 92.51% |
Convertible Bonds | 0.00% | 0.00% | 0.02% | 96.24% |
Bonds | 0.00% | 0.00% | 27.69% | 95.99% |
Weighting | Return Low | Return High | QVAL % Rank | |
---|---|---|---|---|
Basic Materials | 22.89% | 0.00% | 23.88% | 0.54% |
Consumer Cyclical | 22.81% | 0.00% | 29.62% | 2.69% |
Industrials | 17.15% | 0.00% | 29.02% | 39.25% |
Energy | 14.00% | 0.00% | 29.17% | 5.11% |
Technology | 10.85% | 0.00% | 30.07% | 26.88% |
Healthcare | 5.90% | 0.00% | 32.47% | 83.60% |
Consumer Defense | 4.10% | 0.00% | 33.79% | 75.00% |
Communication Services | 2.30% | 0.00% | 19.80% | 52.42% |
Utilities | 0.00% | 0.00% | 24.69% | 100.00% |
Real Estate | 0.00% | 0.00% | 40.74% | 99.73% |
Financial Services | 0.00% | 0.00% | 60.11% | 100.00% |
Weighting | Return Low | Return High | QVAL % Rank | |
---|---|---|---|---|
US | 99.68% | 56.38% | 102.65% | 12.57% |
Non US | 0.00% | 0.00% | 34.45% | 97.33% |
QVAL Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 0.29% | 0.01% | 16.92% | 95.45% |
Management Fee | 0.29% | 0.00% | 1.20% | 5.08% |
12b-1 Fee | 0.00% | 0.00% | 1.00% | 23.74% |
Administrative Fee | N/A | 0.01% | 0.40% | N/A |
QVAL Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | N/A | 3.50% | 5.75% | N/A |
Deferred Load | N/A | 1.00% | 4.00% | N/A |
QVAL Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 1.00% | 2.00% | 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.
QVAL Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 44.00% | 0.00% | 227.00% | 44.12% |
QVAL | Category Low | Category High | QVAL % Rank | |
---|---|---|---|---|
Dividend Yield | 1.77% | 0.00% | 23.76% | 0.27% |
QVAL | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | None | Annual | Quarterly | Annual |
QVAL | Category Low | Category High | QVAL % Rank | |
---|---|---|---|---|
Net Income Ratio | 1.33% | -1.84% | 4.73% | 18.87% |
QVAL | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Semi-Annually | Annually |
Date | Amount | Type |
---|---|---|
Mar 15, 2024 | $0.139 | OrdinaryDividend |
Dec 22, 2023 | $0.190 | OrdinaryDividend |
Sep 29, 2023 | $0.137 | OrdinaryDividend |
Jun 30, 2023 | $0.201 | OrdinaryDividend |
Mar 31, 2023 | $0.183 | OrdinaryDividend |
Jan 06, 2023 | $0.286 | OrdinaryDividend |
Sep 19, 2022 | $0.096 | OrdinaryDividend |
Jun 21, 2022 | $0.202 | OrdinaryDividend |
Mar 21, 2022 | $0.058 | OrdinaryDividend |
Jan 05, 2022 | $0.277 | OrdinaryDividend |
Sep 20, 2021 | $0.044 | OrdinaryDividend |
Jun 21, 2021 | $0.039 | OrdinaryDividend |
Mar 22, 2021 | $0.095 | OrdinaryDividend |
Jan 05, 2021 | $0.271 | OrdinaryDividend |
Sep 21, 2020 | $0.055 | OrdinaryDividend |
Jun 22, 2020 | $0.125 | OrdinaryDividend |
Mar 23, 2020 | $0.072 | OrdinaryDividend |
Jan 06, 2020 | $0.248 | OrdinaryDividend |
Sep 23, 2019 | $0.126 | OrdinaryDividend |
Jun 24, 2019 | $0.146 | OrdinaryDividend |
Mar 25, 2019 | $0.085 | OrdinaryDividend |
Jan 07, 2019 | $0.180 | OrdinaryDividend |
Sep 24, 2018 | $0.080 | OrdinaryDividend |
Jun 25, 2018 | $0.097 | OrdinaryDividend |
Mar 26, 2018 | $0.054 | OrdinaryDividend |
Jan 03, 2018 | $0.111 | OrdinaryDividend |
Sep 25, 2017 | $0.072 | OrdinaryDividend |
Jun 26, 2017 | $0.080 | OrdinaryDividend |
Mar 27, 2017 | $0.068 | OrdinaryDividend |
Jan 04, 2017 | $0.086 | OrdinaryDividend |
Sep 26, 2016 | $0.084 | OrdinaryDividend |
Jun 27, 2016 | $0.059 | OrdinaryDividend |
Mar 28, 2016 | $0.093 | OrdinaryDividend |
Jan 04, 2016 | $0.098 | OrdinaryDividend |
Oct 05, 2015 | $0.078 | OrdinaryDividend |
Jul 06, 2015 | $0.060 | OrdinaryDividend |
Apr 06, 2015 | $0.068 | OrdinaryDividend |
Jan 05, 2015 | $0.040 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Mar 30, 2023 | $0.183 | OrdinaryDividend |
Sep 28, 2023 | $0.137 | OrdinaryDividend |
Jun 29, 2023 | $0.201 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Dec 21, 2023 | $0.190 | OrdinaryDividend |
Start Date
Tenure
Tenure Rank
Oct 22, 2014
7.61
7.6%
Wesley R.Gray, Ph.D. has studied and been an active participant in financial markets throughout his career. After serving as a Captain in the USMC, Dr. Gray received a PhD, and was a finance professor at Drexel University. Dr. Gray's interest in entrepreneurship and behavioral finance led him to found Alpha Architect, LLC, an SEC-registered Investment Advisor, where he is the Executive Managing Member. Dr. Gray has published two books: Embedded: A Marine Corps Adviser Inside the Iraqi Army and Quantitative Value: A practitioner's guide to Automating Intelligent Investment and Eliminating Behavioral Errors. His work has been highlighted on CNN, NPR, Motley Fool, WSJ Market Watch, CFA Institute, Institutional Investor, and CBS news. Dr. Gray earned an MBA and a PhD in finance from the University of Chicago and graduated magna cum laude with a BS from the Wharton School at the University of Pennsylvania
Start Date
Tenure
Tenure Rank
Oct 22, 2014
7.61
7.6%
Dr. Vogel is a Managing Member of Empowered Funds, LLC and Empiritrage, where he heads the research department and assists in business development and operations. Dr. Vogel conducts research in empirical asset pricing and behavioral finance, and has collaborated with Dr. Gray on multiple projects. His academic experience involves being an instructor and research assistant at Drexel University in both the Finance and Mathematics departments. Dr. Vogel received a Ph.D. in Finance from Drexel University. He has a M.S. in Mathematics from Drexel University, and graduated summa cum laude with a B.S. in Mathematics and Education from The University of Scranton. Dr. Vogel holds the Series 65 license.
Start Date
Tenure
Tenure Rank
Jun 26, 2020
1.93
1.9%
Mr. Brandon Koepke serves as Chief Technology Officer & Portfolio Manager. Mr. Koepke has a BSc in Computer Science specializing in Software Engineering at the University of Calgary and a BComm in Finance from the Haskayne School of Business.
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.08 | 35.59 | 8.28 | 10.92 |
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