Originally Posted by Brat
I purchased this last year and have been disappointed in its performance vs SP 500 or even O. My goal was to invest in quality stocks (aka those who grow their dividends) and harvest dividends.
Any thoughts, suggestions?
How has this fund done vs its large value benchmark? How has it done vs the SP 500 in other time periods?
Looking at this funds performance vs the SP 500 on a single year comparison isn't very meaningful Brat.
Why did you decide to bet that a div growth fund would outperform the SP 500, on a total return basis, going forward? Why do you think it should have outperformed specifically last year?
I prefer to own individual stocks for the div growth portion of my FIRE portfolio. The equity portion of my FIRE portfolio is dominated by Vanguard TSM. About 10% is individual high div paying equities most of which are buy and hold but a couple are speculative.