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Metaurus U.S. Equity Cumulative Dividends Fund-Series 2027 (IDIV)

6.96 -0.10 (-1.42%)
As of December 9 at 4:00 PM EST. Market Open.
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DELL
  • Previous Close 7.06
  • Open 7.00
  • Bid --
  • Ask --
  • Day's Range 6.96 - 7.05
  • 52 Week Range 6.80 - 7.15
  • Volume 10,205
  • Avg. Volume 0
  • Net Assets 30.15M
  • NAV 7.07
  • PE Ratio (TTM) --
  • Yield 22.18%
  • YTD Daily Total Return -18.71%
  • Beta (5Y Monthly) 1.00
  • Expense Ratio (net) 3.53%

The advisor intends primarily to invest its assets in the component instruments of the underlying index. The component instruments of the index consist of U.S. Treasury Securities and long positions in annual futures contracts listed on the CME that provide exposure to dividends paid on the S&P 500 constituent companies pro rata for each year of the life of the fund.

Metaurus

Fund Family

Global Allocation

Fund Category

30.15M

Net Assets

2018-02-05

Inception Date

Performance Overview: IDIV

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Trailing returns as of 12/31/2022. Category is Global Allocation.

YTD Return

IDIV
18.71%
Category
8.39%
 

1-Year Return

IDIV
18.71%
Category
19.60%
 

3-Year Return

IDIV
2.97%
Category
2.08%
 

Recent News: IDIV

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Research Reports: IDIV

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