• INCEPTION (01/30/2017)

  • 2 YRS
  • AVG. ANNUAL RETURN

  • 4.20%
  • S&P RETURN

  • 11.30%
(KDIV) Dividend Fund

KDIV Growth of $10,000

KDIV Model*
S&P 500 (TR)
*Model Data Transitioned to FOLIOfn on 09/28/2018

KDIV Model Month By Month (As Of: 08/02/2019)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec KDIV YTD S&P (TR) YTD
20195.17%4.08%0.35%1.06%-7.77%7.17%1.31%-2.04%----8.89% 18.32%
20183.44%-6.88%0.29%0.41%0.67%0.78%3.00%-0.26%-2.10%-2.30%3.94%-6.09%-5.61% -4.38%
2017-0.26%1.78%-0.28%0.42%-2.40%0.35%2.54%-1.82%3.28%0.58%2.80%0.99%8.11% 19.46%
Returns greater than 5%
Returns less than -5%

KDIV Top 5 Holdings (As Of: 08/03/2019)


Symbol Name % Fund
HUBB HUBBELL INC NEW 5.05%
CY CYPRESS SEMICONDU... 4.93%
GILD GILEAD SCIENCES INC 4.89%
JRVR JAMES RIV GROUP L... 4.81%
PAYX PAYCHEX INC 4.67%
Total 24.35%