Large Value · NYSE ARCA · USD · Data as of 2026-07-30
AUM
$13.56M
Expense ratio
0.55%
Yield
1.49%
YTD return
+12.16%
Last price
$14.83
Unclassified · Coverage 75% · medium
Today
45.2
Outlook
47.9
Block A (composite-derived)
47.9
Block C (market behavior)
42.5
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
47.9
Coverage 75% · medium
Liquidity
5.0
Expenses
65.0
Performance
—
Volatility
—
Dividend
0.0
Concentration
55.0
Smart Money
75.3
Activist
100.0
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
Litman Gregory Funds Trust (BDVG) is an exchange-traded fund from iM Global Partner Fund Management in the Mixed asset class. Launched in 2023. Assets under management: 9,553,973.
Bullish Whales composite rating: 48 out of 100. Evidence coverage 75% across 6 of 8 axes. Strongest axes: activist exposure, smart-money flow, expenses.
Annualized one-year realized volatility 10%, classified low. Weakest axes: dividend, liquidity.
Top-10 weight 0%, diversified, led by CVX. Trailing yield 0%.
etf_composite_score_current · activist_score, composite_score, confidence, coverage_pct, dividend_score, expenses_score, liquidity_score, smart_money_scoreetf_fundamentals_td · dividend_frequency, yieldetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, ticker, volatility_1yIMGP Berkshire Dividend Growth Fund is a mutual fund designed with a focus on delivering long-term capital appreciation in conjunction with income growth. The fund primarily invests in a portfolio of equity securities from companies that are expected to provide strong and reliable dividend growth over time. By targeting dividend-paying stocks, the fund aims to cater to investors seeking stability and income, possibly appealing to those interested in retirement or income-focused strategies. The primary sectors impacted by the IMGP Berkshire Dividend Growth Fund include consumer goods, healthcare, financials, and other industries where consistent cash flows support dividend payouts. Its focus on dividend growth can make it an attractive option for those looking to mitigate volatility, as companies with a history of increasing dividends are often viewed as financially sound and resilient. In the broader financial market, this fund plays a role in providing diversification through an investment vehicle that covers various industries with an inclination toward stability and income. By emphasizing dividend growth, this fund differentiates itself from others that may focus solely on high-dividend yield or other growth strategies, further providing balance and potential growth prospects to investors' portfolios.
30-day change
$3.50M
90-day change
—
Current AUM: $13,555,672. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for BDVG are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.