FT Vest Rising Dividend Achievers Total Return Fund
About this Fund
The FT Vest Rising Dividend Achievers Total Return Fund is a prominent mutual fund company that specializes in providing a diverse range of investment solutions to its clients, with a strong focus on asset management and wealth management services. As a leading player in the mutual fund industry, the company offers a broad spectrum of funds that cater to the varied needs of its investors, including equity, debt, and hybrid funds, each designed to provide a unique investment experience. The FT Vest Rising Dividend Achievers Total Return Fund, in particular, is a testament to the company's commitment to delivering high-quality investment products that prioritize total return through a combination of dividend income and long-term capital appreciation. By leveraging its expertise in portfolio management, the company enables its investors to achieve their financial goals through a systematic investment plan, or SIP, which allows them to invest a fixed amount of money at regular intervals, thereby promoting a disciplined approach to investing. The company's investor-centric approach is built around a deep understanding of its clients' needs, with a focus on providing personalized wealth management solutions that cater to their individual risk profiles, investment horizons, and financial objectives. With a strong emphasis on research-driven investment strategies, the FT Vest Rising Dividend Achievers Total Return Fund has established itself as a trusted partner for investors seeking to navigate the complexities of the mutual fund landscape. The company's key strengths lie in its ability to balance risk and return, its rigorous investment process, and its commitment to transparency and accountability, all of which have contributed to its reputation as a reliable and trustworthy mutual fund company. As a result, investors have come to trust the FT Vest Rising Dividend Achievers Total Return Fund for its expertise in managing their investments, its ability to adapt to changing market conditions, and its unwavering dedication to helping them achieve their long-term financial goals. With its comprehensive suite of mutual fund products and its focus on delivering exceptional investment experiences, the company continues to be a preferred choice for investors seeking to create wealth and achieve financial success through a well-diversified portfolio. By offering a range of investment options, including low-risk debt funds and higher-risk equity funds, the company provides its investors with the flexibility to choose the investment strategy that best aligns with their risk tolerance and investment objectives, thereby empowering them to take control of their financial futures. Through its commitment to excellence in asset management and wealth management, the FT Vest Rising Dividend Achievers Total Return Fund remains poised to meet the evolving needs of its investors, while maintaining its position as a leading mutual fund company in the industry.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | META Meta Platforms Inc Since 2026-05-10 | 30303M102 | Equity (Common) |
1.80%
|
$0.79 | 1,190 |
| 2 | MLI Mueller Industries Inc Since 2026-05-10 | 624756102 | Equity (Common) |
2.34%
|
$1.02 | 8,930 |
| 3 | MPWR Monolithic Power Systems Inc Since 2026-05-10 | 609839105 | Equity (Common) |
2.23%
|
$0.98 | 1,078 |
| 4 | UNM Unum Group Since 2026-05-10 | 91529Y106 | Equity (Common) |
1.35%
|
$0.59 | 7,642 |
| 5 | V Visa Inc Since 2026-05-10 | 92826C839 | Equity (Common) |
1.82%
|
$0.80 | 2,276 |
| 6 | WSM Williams-Sonoma Inc Since 2026-05-10 | 969904101 | Equity (Common) |
1.81%
|
$0.79 | 4,444 |
| 7 | MET MetLife Inc Since 2026-05-10 | 59156R108 | Equity (Common) |
0.47%
|
$0.20 | 2,587 |
| 8 | ODFL Old Dominion Freight Line Inc Since 2026-05-10 | 679580100 | Equity (Common) |
0.81%
|
$0.35 | 2,259 |
| 9 | PAYC Paycom Software Inc Since 2026-05-10 | 70432V102 | Equity (Common) |
0.80%
|
$0.35 | 2,193 |
| 10 | PCAR PACCAR Inc Since 2026-05-10 | 693718108 | Equity (Common) |
1.98%
|
$0.87 | 7,908 |
| 11 | PHM PulteGroup Inc Since 2026-05-10 | 745867101 | Equity (Common) |
1.89%
|
$0.82 | 7,036 |
| 12 | RMD ResMed Inc Since 2026-05-10 | 761152107 | Equity (Common) |
0.88%
|
$0.38 | 1,596 |
| 13 | AAPL Apple Inc Since 2026-05-10 | 037833100 | Equity (Common) |
1.06%
|
$0.46 | 1,702 |
| 14 | AMAT Applied Materials Inc Since 2026-05-10 | 038222105 | Equity (Common) |
2.68%
|
$1.17 | 4,562 |
| 15 | AMP Ameriprise Financial Inc Since 2026-05-10 | 03076C106 | Equity (Common) |
0.98%
|
$0.43 | 875 |
| 16 | BKNG Booking Holdings Inc Since 2026-05-10 | 09857L108 | Equity (Common) |
1.87%
|
$0.82 | 153 |
| 17 | BLK Blackrock Inc Since 2026-05-10 | 09290D101 | Equity (Common) |
0.95%
|
$0.41 | 388 |
| 18 | COKE Coca-Cola Consolidated Inc Since 2026-05-10 | 191098102 | Equity (Common) |
1.09%
|
$0.47 | 3,098 |
| 19 | CRM Salesforce Inc Since 2026-05-10 | 79466L302 | Equity (Common) |
1.87%
|
$0.82 | 3,094 |
| 20 | EA Electronic Arts Inc Since 2026-05-10 | 285512109 | Equity (Common) |
1.30%
|
$0.57 | 2,792 |
| 21 | EBAY eBay Inc Since 2026-05-10 | 278642103 | Equity (Common) |
1.56%
|
$0.68 | 7,853 |
| 22 | EQH Equitable Holdings Inc Since 2026-05-10 | 29452E101 | Equity (Common) |
0.38%
|
$0.17 | 3,495 |
| 23 | ABT Abbott Laboratories Since 2026-05-10 | 002824100 | Equity (Common) |
1.73%
|
$0.76 | 6,029 |
| 24 | EWBC East West Bancorp Inc Since 2026-05-10 | 27579R104 | Equity (Common) |
2.08%
|
$0.91 | 8,082 |
| 25 | ACM AECOM Since 2026-05-10 | 00766T100 | Equity (Common) |
0.74%
|
$0.32 | 3,391 |
| 26 | ACN Accenture PLC Since 2026-05-10 | G1151C101 | Equity (Common) |
1.72%
|
$0.75 | 2,802 |
| 27 | JPM JPMorgan Chase & Co Since 2026-05-10 | 46625H100 | Equity (Common) |
2.07%
|
$0.91 | 2,812 |
| 28 | ADP Automatic Data Processing Inc Since 2026-05-10 | 053015103 | Equity (Common) |
1.59%
|
$0.70 | 2,709 |
| 29 | EXPE Expedia Group Inc Since 2026-05-10 | 30212P303 | Equity (Common) |
0.54%
|
$0.23 | 830 |
| 30 | GOOG Alphabet Inc Since 2026-05-10 | 02079K305 | Equity (Common) |
2.77%
|
$1.21 | 3,872 |
| 31 | SYF Synchrony Financial Since 2026-05-10 | 87165B103 | Equity (Common) |
1.65%
|
$0.72 | 8,669 |