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Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
YLDW returned +0.0% over the past year, broadly in line with flat market conditions.What is YLDW?
Under normal circumstances, the fund seeks to meet its investment objectives by investing generally more than 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying and/or interest-bearing securities. By utilizing primarily income-producing securities from diverse asset classes, the fund also seeks to maintain a lower volatility profile than traditional equity-only products.
Performance Highlights
Investment Breakdown
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