Kingsview Dividend Plus (S:0P0001I7YD)
24.37
+0.62
(+2.62%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 20, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Merck & Co., Inc. | 3.26% | 108.96 | 0.12% |
| Genuine Parts Co. | 3.26% | 131.43 | -4.02% |
| Graphic Packaging Holding Co. | 3.26% | 14.80 | -3.11% |
| H&R Block, Inc. | 3.26% | 40.63 | -3.38% |
| Ingredion, Inc. | 3.26% | 115.19 | 0.25% |
| KBR, Inc. | 3.26% | 43.66 | -2.27% |
| Lamb Weston Holdings, Inc. | 3.26% | 43.54 | 0.48% |
| Ovintiv, Inc. | 3.26% | 39.54 | -0.38% |
| SS&C Technologies Holdings, Inc. | 3.26% | 83.80 | -2.30% |
| QUALCOMM, Inc. | 3.26% | 154.29 | -3.22% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |