Dividend Growth Trust Rising Div Gr A
Dividend Growth Trust 108 Traders Cross,Suite 105 Bluffton ,SC 29910
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Phone: 888-826-2520
| Category: | Large Blend | | Fund Family: | Dividend Growth Advisors | | Net Assets: | 41.56M | | Year-to-Date Return: | -1.26% | | Yield: | 1.93% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Mar-04 |
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Jere E. Estes
Lead Manager since
01-May-04 | | | Estes served as a consultant to DGA from 2003 until May of 2004. Since June of 2004, he has served as a managing director of DGA. From June of 1999 until May of 2004, Estes served as senior vice president and chief investment officer at Bryn Mawr Trust Company in Bryn Mawr, PA. He was also a registered representative of Investors Capital Corporation from June of 2004 until December of 2004. Estes holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $5,000 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term growth of capital and current income. The fund invests at least 80% of assets in common stocks of dividend-paying domestic and foreign companies whose market capitalization is at least $500 million and that have increased their dividend payments to stockholders for each of the past ten years or more, regardless of industry. It normally concentrates the investments in a group of 25-50 of such common stocks. The fund may also invest in real estate investment trusts and master limited partnerships. It is nondiversified. |
| Last Dividend
(30-Dec-09):
| 0.05 | | Last Cap Gain
(28-Dec-07):
| 0.14 | | Annual Holdings Turnover
| 39.40% | | Average for Category:
| 80.36% |
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| Expense | ICRDX | Category
Avg | | Total Expense Ratio: | 1.67%
| 1.10% | | Max 12b1 Fee: | 0.40%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.25% | | Max Deferred Sales Load: | %
| 2.61% | | 3 Yr Expense Projection*: |
$ 1,109 | $768 | | 5 Yr Expense Projection*: |
$ 1,506 | $1,311 | | 10 Yr Expense Projection*: |
$ 2,615 | $2,413 |
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