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Polen Dividend Income (DIVZ) ETF Holdings & Analysis
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What DIVZ does
The Polen Dividend Income ETF (DIVZ) is an actively managed fund designed to achieve its investment objective by strategically acquiring shares of 25 to 35 companies. These companies are chosen based on their current dividend payouts, projected long-term dividend growth, and their trading at appealing valuations at the time of investment. Typically, the fund allocates at least 80% of its net assets, combined with any investment-related borrowings, to equity securities. This primarily includes common stocks and American Depositary Receipts (ADRs). Notably, the fund is classified as non-diversified.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| Philip Morris International Inc | 6.37% | |
| UnitedHealth Group Inc | 5.79% | |
| MPLX LP | 5.68% | |
| Chevron Corp | 5.17% | |
| Johnson & Johnson | 4.79% | |
| Altria Group Inc | 4.43% | |
| NextEra Energy Inc | 4.35% | |
| Microsoft Corp | 4.02% | |
| AbbVie Inc | 3.90% | |
| QUALCOMM Inc | 3.35% |
Sector allocation
| Technology | 18.57% |
| Energy | 17.05% |
| Healthcare | 16.85% |
| Utilities | 12.42% |
| Consumer Defensive | 10.91% |
| Communication Services | 9.38% |
| Industrials | 7.85% |
| Financial Services | 6.97% |
Geographic allocation
| United States | 94.52% |
| Canada | 2.81% |
| Other | 2.68% |
PortView Portfolio Insights
PortView analyzes how DIVZ fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does DIVZ track?
- DIVZ is the Polen Dividend Income ETF, a Other ETF.
- What is the expense ratio of DIVZ?
- Expense ratio data for DIVZ is shown on the page when available from our data provider.
- What are the largest holdings in DIVZ?
- Top holdings include PM, UNH, MPLX, CVX, JNJ.
- How can PortView analyze DIVZ overlap with other ETFs?
- PortView computes the holdings overlap between DIVZ and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.