As an online investment marketplace, our mission at IB Asset Management is to provide a comprehensive array of portfolio choices at the lowest possible cost to help investors meet their financial goals.
The search for yield is a big focus for many investors.
That’s why we’ve introduced the Russell 3000 Dividend Growth Managed Portfolio, which seeks to invest in the top U.S. dividend equities within the Russell 3000® Index.
The portfolio targets companies that that have successfully increased their dividend payments over a period of ten years.
Companies are screened for liquidity and dividend status, then selected and equal weighted subject to a maximum individual sector weight of 30%.
The portfolio is rebalanced quarterly.
Looking for other investing ideas? Check out our entire lineup of index tracking portfolios here.
The IB Asset Management Index Tracking Portfolios are designed to follow certain predefined rules so that the portfolio can track a specified basket of underlying investments.
Both are trusted index providers in the investment industry.
While based on data provided by FTSE and Russell that calculate the indices these portfolios seek to track, these portfolios are not in any way sponsored, endorsed, sold, promoted or recommended by these two index providers.
We think we offer an attractive value proposition to the discerning investor.
Low Fees: Our management fee of 0.20%, or 20 basis points, is among one of the lowest in the industry for an index tracking portfolio.
Please note that commissions for trades in these portfolios charged by our affiliated broker-dealer Interactive Brokers LLC are separate and in addition to our management fee.
Transparency: You can check out positions and trades online at your convenience.
Easy: You can buy and sell your investments in these index tracking portfolios online or by phone.
Rebalance: These portfolios are rebalanced every quarter to stay on track with the reference index.
Disclosure: There is not guarantee or assurance that the methodology used to create the reference indices will result in these portfolios achieving high or even positive returns. The indices upon which the portfolios are based may underperform and could lose value while other indices could increase in value. While IB Asset Management aims to track the reference index for each of these portfolios as closely as possible and mimic the performance of each index, it makes no guarantee that it will succeed in doing so, or that it will achieve the same performance for clients as the account managing each portfolio has achieved. Those considering investments in these portfolios should note that there may be similar offerings in the marketplace (i.e., portfolios or investments seeking to track the same index), which may charge lower management fees. For our full disclosures related to investments in IB Asset Management Index Tracking Portfolios, please review this.