基金概况 - First Trust Rising Dividend Achievers ETF (RDVY) 于2014年1月7日推出 采用被动管理策略 旨在提供美国大盘价值股领域的广泛投资机会 [1] - 该基金由First Trust Advisors管理 资产规模超过1546亿美元 是美国大盘价值股领域规模较大的ETF之一 [1] 大盘价值股特点 - 大盘股通常指市值超过100亿美元的公司 现金流更可预测 波动性低于中小盘股 [2] - 价值股的市盈率和市净率低于平均水平 销售和盈利增长率较低 长期表现优于成长股 但在牛市可能跑输成长股 [3] 成本结构 - 该基金年管理费率为048% 与同类产品相当 过去12个月股息收益率为144% [4] 行业配置与持仓 - 金融板块占比最高达365% 信息技术和工业板块分列二三位 [5] - 前三大持仓为Meta Platforms A类股(23%) Booking Holdings(未披露比例) 摩根大通(未披露比例) 前十大持仓合计占比222% [6] 业绩表现 - 基金追踪纳斯达克美国股息增长指数 2025年迄今上涨784% 过去一年上涨992% [7] - 52周价格区间为5160-6437美元 三年期贝塔值为107 标准差1888% 属于中等风险产品 [8] 同类产品比较 - 可比产品包括Schwab美国股息股票ETF(资产6921亿美元 费率006%)和先锋价值ETF(资产13905万亿美元 费率004%) [10] 被动型ETF优势 - 被动管理型ETF具有低成本 高透明度 灵活性和税收效率等优势 适合长期投资者 [11]

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.However, the Zacks Growth Style Score (part of the Zacks ...

If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the Invesco Dividend Achievers ETF (PFM) , a passively managed exchange traded fund launched on September 15, 2005.The fund is sponsored by Invesco. It has amassed assets over $710.63 million, making it one of the average sized ETFs attempting to match the Large Cap Value segment of the US equity market.Why Large Cap ValueLarge cap companies typically have a market capitalization above $10 bil ...

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Score ...

Designed to provide broad exposure to the Mid Cap Growth segment of the US equity market, the SPDR S&P 400 Mid Cap Growth ETF (MDYG) is a passively managed exchange traded fund launched on November 8, 2005.The fund is sponsored by State Street Global Advisors. It has amassed assets over $2.37 billion, making it one of the average sized ETFs attempting to match the Mid Cap Growth segment of the US equity market.Why Mid Cap GrowthCompared to large and small cap companies, mid cap businesses tend to have highe ...

Looking for broad exposure to the Mid Cap Value segment of the US equity market? You should consider the Vanguard Mid-Cap Value ETF (VOE) , a passively managed exchange traded fund launched on 08/17/2006.The fund is sponsored by Vanguard. It has amassed assets over $18.38 billion, making it the largest ETFs attempting to match the Mid Cap Value segment of the US equity market.Why Mid Cap ValueWith market capitalization between $2 billion and $10 billion, mid cap companies usually contain higher growth prosp ...

ETF基本信息 - SPDR Portfolio S&P 500 Value ETF (SPYV) 成立于2000年9月25日 是一只被动管理型交易所交易基金 旨在提供对美国大盘价值股板块的广泛投资机会 [1] - 该基金由State Street Global Advisors管理 资产规模超过274.8亿美元 是美国大盘价值股板块中规模最大的ETF之一 [1] 大盘价值股特点 - 大盘股通常指市值超过100亿美元的公司 具有稳定性高 风险较低 现金流稳定的特点 [2] - 价值股的市盈率和市净率低于平均水平 但销售和盈利增长率也较低 长期来看价值股在大多数市场中表现优于成长股 但在强劲牛市中可能跑输成长股 [3] 成本结构 - 该ETF年运营费用仅为0.04% 是同类型产品中最低的 [4] - 12个月追踪股息收益率为1.97% [4] 行业配置与持仓 - 信息技术板块占比最高 达24.20% 金融和医疗保健板块分列二三位 [5] - 微软公司(MSFT)占比7.25% 苹果公司(AAPL)和亚马逊公司(AMZN)紧随其后 前十大持仓合计占管理资产的28.17% [6] 业绩表现 - 今年以来上涨5.97% 过去一年上涨9.44% (截至2025年7月28日) [7] - 52周价格区间为45.11美元至55.27美元 [7] 风险特征 - 三年期贝塔系数为0.87 标准差为14.60% 属于中等风险 [8] - 持有约400只股票 有效分散了个股风险 [8] 同类产品比较 - 嘉信美国股息股票ETF(SCHD)资产规模713.3亿美元 费用率0.06% [10] - 先锋价值ETF(VTV)资产规模1416.2亿美元 费用率0.04% [10]

基金概况 - Franklin U S Low Volatility High Dividend Index ETF (LVHD) 是一只被动管理型交易所交易基金 旨在提供对美国大盘价值股板块的广泛投资 该基金于2015年12月28日推出 由富兰克林邓普顿投资公司赞助 [1] - 该基金资产规模达5 7965亿美元 属于试图匹配美国大盘价值股板块的平均规模ETF [1] 大盘价值股特点 - 大盘公司通常市值超过100亿美元 整体而言比中小盘公司更稳定 风险更小 现金流更可靠 [2] - 价值股以低于平均水平的市盈率和市净率为特征 但销售和盈利增长率也较低 长期来看 价值股在几乎所有市场都跑赢成长股 但在强劲的牛市中 成长股更可能胜出 [3] 成本结构 - 该ETF年运营费用为0 27% 与同类产品相当 其12个月追踪股息收益率为3 42% [4] 行业配置与持仓 - 该ETF在消费品行业配置最重 约占24 40% 其次是公用事业和房地产 [5] - 个股持仓方面 思科系统公司占比约2 65% 雪佛龙公司和美敦力公司紧随其后 前十大持仓占总资产的25 11% [6] 表现与风险指标 - 该ETF今年以来上涨7 90% 过去一年上涨12 48% 52周交易区间为37 37美元至41 26美元 [7] - 三年期贝塔值为0 66 标准差为13 37% 通过约122只持仓有效分散了个股风险 [8] 同类产品比较 - 嘉信理财美国股息股票ETF(SCHD)资产规模713 3亿美元 费用率0 06% 先锋价值ETF(VTV)资产规模1 4162万亿美元 费用率0 04% [10] 被动型ETF优势 - 被动管理型ETF因成本低 透明度高 灵活性强和税收效率高等特点 日益受到机构和个人投资者青睐 是长期投资的优质工具 [11]

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, July 28th:Crown Holdings, Inc. (CCK) : This packaging company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 4.4% over the last 60 days.Crown has a PEG ratio of 1.58 compared with 1.59 for the industry. The company possesses a  Growth Score of B.Jabil Inc. (JBL) : This company which provides manufacturing services and solutions carries a Za ...

核心观点 - 文章推荐两只被市场低估但具有高增长潜力的股票：Roku和Dutch Bros [1][2] - Roku在流媒体技术领域表现强劲但估值仍偏低 Dutch Bros则因扩张计划和高空头比例引发争议 [3][6] Roku公司分析 - 营收增长强劲 过去两年平均同比增长率达147% 超过特斯拉(118%)和苹果(67%) [3] - 股价过去一年上涨45% 但市销率仅31倍 显著低于苹果(80倍)和特斯拉(110倍) [4] - 正处关键转折点 加速国际化布局 升级广告工具 并推进流媒体服务市场收购 [5] Dutch Bros公司分析 - 市销率71倍 市盈率达三位数 股价过去一年上涨52% 但近期从2月高点回落32% [6][7] - 空头比例高达68% 若在标普500成分股中将位列前10%高做空比例股票 [7] - 当前门店约1000家 计划2029年达2029家 长期目标7000家 正从西海岸向全美扩张 [10][11] 行业比较 - 流媒体技术领域Roku增长快于消费科技巨头 但估值存在显著折价 [3][4] - 咖啡连锁行业Dutch Bros扩张激进 高估值与高空头比例形成鲜明对比 [6][7][11]