DFIV Market Analysis

Composition

Holdings as published by the issuer · refreshed weekly
Net assets$21.40B
Expense ratio0.27%
Dividend yield2.58%
InceptionApr 16, 1999

Top holdings (608 total)

#NameWeight
1
SHEL
N/a
3.25%
2
Totalenergies se
2.14%
3
Banco Santander sa
1.99%
4
Toyota Motor Corp
1.79%
5
Basf se
1.26%
6
HSBC
Hsbc Holdings plc adr
1.21%
7
Suncor Energy inc
1.06%
8
Bayer ag
0.99%
9
The Toronto-dominion Bank
0.99%
10
Lloyds Banking Group plc
0.99%
Page 1 of 61 · 608 total

Sector breakdown

#NameWeight
1
Information Technology
0.80%
2
Consumer Discretionary
0.80%
3
Materials
0.80%
4
Consumer Staples
0.20%
5
Energy
0.20%
6
Financials
0.20%
7
Healthcare
0.10%
8
Industrials
0.10%
9
Communication Services
0.00%
10
Utilities
0.00%
Page 1 of 2 · 11 total

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

News & Sentiment

48 articles · sorted by date
Page 1 of 3 · 48 total

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

We're educators, not advisors. We don't make buy or sell recommendations under any circumstance. All content is for educational purposes. Past performance doesn't guarantee future results. Your decisions are your own. Disclaimer