Plus, 5 goldrated and 2 silverrated funds that investors should consider adding to their portfolios.
Dan Sotiroff and Todd Trubey, senior manager research analysts for Morningstar Research Services, discuss what makes a great dividend fund, the tradeoffs that are costing some investors, and the risks to watch for.
00:38 Dividend Income, Dividend Growth, and Dividend Income and Growth
01:58 Dividend Fund Risks
03:00 Should Dividend Yield Be a Top Priority?
05:07 Dividend Funds vs Passive Options
06:22 What Advantage Do Actively Managed Funds Have Over Broadly Diversified Passive Funds?
07:52 How to Find a Great Dividend Fund
09:32 Passively Managed Dividend Fund Picks
10:17 Actively Managed Fund Picks
Read about topics from this episode.
What Makes a Great Dividend Fund? https://www.morningstar.com/etfs/what...
3 Great International Dividend ETFs for 2024 https://www.morningstar.com/etfs/3gr...
The Best Dividend Funds https://www.morningstar.com/funds/bes...
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Read what our team is writing:
Ivanna Hampton https://www.morningstar.com/people/iv...
Daniel Sotiroff https://www.morningstar.com/people/da...
Todd Trubey https://www.morningstar.com/people/to...
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