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Posted by
Two Blokes Jun 29 -
Filed in
Stock
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SDVY offers a unique blend of dividend and earnings growth, outperforming peers but with higher volatility and lower yields than typical dividend funds. The fund's strict selection criteria and sector tilts—especially toward financials and industrials—drive attractive valuations and strong historical returns. High volatility and a heavy small-cap bias mean SDVY may not suit defensive investors, despite its operational quality and resilient dividend growth.
