Dividend investing and total return investing are often presented as competing philosophies, each with its own set of loyal ...
For the quarter ending June 30, 2025, Calamos Strategic Total Return Fund advanced 14.79% on market price and 14.95% on NAV. The first half of 2025 was a remarkable testament to the resilience and ...
My 4-Factor Dividend Growth Portfolio, launched November 2022, consistently outperforms SCHD, with a 14.74% CAGR over 38 months versus SCHD's 7.28%. The strategy selects 20 stocks annually using free ...
The 1 year price total return measures the total change in price (adjusted of dividends and splits when applicable) over the last 1 year. If the company pays dividends, the starting stock price is ...
Morningstar has withdrawn its recommendation for the AMP Capital Total Return strategy following AMP Capital Investor’s decision to close the strategy to all retail investors. According to Morningstar ...
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