iShares Core Dividend Growth ETF DGRO

ASignal view: Neutral

The fund seeks to track the investment results of the Morningstar® U.S. Dividend Growth IndexSM (the “underlying index”), which is a dividend dollar-weighted index that seeks to measure the performance of U.S. companies selected based on a consistent history of growing dividends. The underlying index may include large-, mid- and small-capitalization companies.

Fund facts

Category
Large Value
Expense ratio
0.08%
AUM
$41.89B

Sector breakdown

Financial Services19.7%
Technology19.3%
Healthcare17.4%
Consumer Defensive12.3%
Industrials10.6%
Utilities6.9%
Consumer Cyclical5.9%
Energy5.5%
Basic Materials2.4%
Communication Services0.1%

Asset allocation

Stock Position99.8%
Cash Position0.2%

Signal overlay

ASignal covers 10 of 10 top holdings. Weighted across covered holdings:

BULLISH 11% · NEUTRAL 89% · BEARISH 0%

Top holdings

SymbolNameWeightASignal
MSFTMicrosoft Corp3.2%Neutral
AAPLApple Inc3.2%Neutral
XOMExxonMobil Holdings Corp3.1%Bullish
ABBVAbbVie Inc2.9%Neutral
JNJJohnson & Johnson2.9%Neutral
JPMJPMorgan Chase & Co2.8%Neutral
AVGOBroadcom Inc2.8%Neutral
PGProcter & Gamble Co2.3%Neutral
PMPhilip Morris International Inc2.2%Neutral
HDThe Home Depot Inc1.9%Neutral