• INCEPTION (01/30/2017)

  • 2 YRS
  • AVG. ANNUAL RETURN

  • 5.82%
  • S&P RETURN

  • 12.29%
(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: 05/03/2019)


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%0.56%-------11.61% 18.26%
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: 05/07/2019)


Symbol Name % Fund
GILD GILEAD SCIENCES INC 5.15%
PAYX PAYCHEX INC 5.02%
CY CYPRESS SEMICONDU... 4.95%
HUBB HUBBELL INC NEW 4.94%
ANF ABERCROMBIE & FIT... 4.90%
Total 24.96%