Latest news with #RFG
Yahoo
17 hours ago
- Business
- Yahoo
Is It Smart To Buy RFG Holdings Limited (JSE:RFG) Before It Goes Ex-Dividend?
Some investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be intrigued to know that RFG Holdings Limited (JSE:RFG) is about to go ex-dividend in just 3 days. Typically, the ex-dividend date is two business days before the record date, which is the date on which a company determines the shareholders eligible to receive a dividend. The ex-dividend date is an important date to be aware of as any purchase of the stock made on or after this date might mean a late settlement that doesn't show on the record date. In other words, investors can purchase RFG Holdings' shares before the 2nd of July in order to be eligible for the dividend, which will be paid on the 7th of July. The company's next dividend payment will be R00.296 per share, on the back of last year when the company paid a total of R0.59 to shareholders. Based on the last year's worth of payments, RFG Holdings stock has a trailing yield of around 3.6% on the current share price of R016.42. Dividends are a major contributor to investment returns for long term holders, but only if the dividend continues to be paid. So we need to check whether the dividend payments are covered, and if earnings are growing. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Dividends are typically paid out of company income, so if a company pays out more than it earned, its dividend is usually at a higher risk of being cut. RFG Holdings paid out 68% of its earnings to investors last year, a normal payout level for most businesses. A useful secondary check can be to evaluate whether RFG Holdings generated enough free cash flow to afford its dividend. It distributed 40% of its free cash flow as dividends, a comfortable payout level for most companies. It's positive to see that RFG Holdings's dividend is covered by both profits and cash flow, since this is generally a sign that the dividend is sustainable, and a lower payout ratio usually suggests a greater margin of safety before the dividend gets cut. View our latest analysis for RFG Holdings Click here to see the company's payout ratio, plus analyst estimates of its future dividends. Businesses with strong growth prospects usually make the best dividend payers, because it's easier to grow dividends when earnings per share are improving. If earnings decline and the company is forced to cut its dividend, investors could watch the value of their investment go up in smoke. It's encouraging to see RFG Holdings has grown its earnings rapidly, up 20% a year for the past five years. Management appears to be striking a nice balance between reinvesting for growth and paying dividends to shareholders. With a reasonable payout ratio, profits being reinvested, and some earnings growth, RFG Holdings could have strong prospects for future increases to the dividend. Another key way to measure a company's dividend prospects is by measuring its historical rate of dividend growth. RFG Holdings has delivered 9.1% dividend growth per year on average over the past 10 years. It's encouraging to see the company lifting dividends while earnings are growing, suggesting at least some corporate interest in rewarding shareholders. From a dividend perspective, should investors buy or avoid RFG Holdings? RFG Holdings's growing earnings per share and conservative payout ratios make for a decent combination. We also like that it paid out a lower percentage of its cash flow. RFG Holdings looks solid on this analysis overall, and we'd definitely consider investigating it more closely. While it's tempting to invest in RFG Holdings for the dividends alone, you should always be mindful of the risks involved. Our analysis shows 1 warning sign for RFG Holdings and you should be aware of this before buying any shares. Generally, we wouldn't recommend just buying the first dividend stock you see. Here's a curated list of interesting stocks that are strong dividend payers. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
17 hours ago
- Business
- Yahoo
Is It Smart To Buy RFG Holdings Limited (JSE:RFG) Before It Goes Ex-Dividend?
Some investors rely on dividends for growing their wealth, and if you're one of those dividend sleuths, you might be intrigued to know that RFG Holdings Limited (JSE:RFG) is about to go ex-dividend in just 3 days. Typically, the ex-dividend date is two business days before the record date, which is the date on which a company determines the shareholders eligible to receive a dividend. The ex-dividend date is an important date to be aware of as any purchase of the stock made on or after this date might mean a late settlement that doesn't show on the record date. In other words, investors can purchase RFG Holdings' shares before the 2nd of July in order to be eligible for the dividend, which will be paid on the 7th of July. The company's next dividend payment will be R00.296 per share, on the back of last year when the company paid a total of R0.59 to shareholders. Based on the last year's worth of payments, RFG Holdings stock has a trailing yield of around 3.6% on the current share price of R016.42. Dividends are a major contributor to investment returns for long term holders, but only if the dividend continues to be paid. So we need to check whether the dividend payments are covered, and if earnings are growing. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Dividends are typically paid out of company income, so if a company pays out more than it earned, its dividend is usually at a higher risk of being cut. RFG Holdings paid out 68% of its earnings to investors last year, a normal payout level for most businesses. A useful secondary check can be to evaluate whether RFG Holdings generated enough free cash flow to afford its dividend. It distributed 40% of its free cash flow as dividends, a comfortable payout level for most companies. It's positive to see that RFG Holdings's dividend is covered by both profits and cash flow, since this is generally a sign that the dividend is sustainable, and a lower payout ratio usually suggests a greater margin of safety before the dividend gets cut. View our latest analysis for RFG Holdings Click here to see the company's payout ratio, plus analyst estimates of its future dividends. Businesses with strong growth prospects usually make the best dividend payers, because it's easier to grow dividends when earnings per share are improving. If earnings decline and the company is forced to cut its dividend, investors could watch the value of their investment go up in smoke. It's encouraging to see RFG Holdings has grown its earnings rapidly, up 20% a year for the past five years. Management appears to be striking a nice balance between reinvesting for growth and paying dividends to shareholders. With a reasonable payout ratio, profits being reinvested, and some earnings growth, RFG Holdings could have strong prospects for future increases to the dividend. Another key way to measure a company's dividend prospects is by measuring its historical rate of dividend growth. RFG Holdings has delivered 9.1% dividend growth per year on average over the past 10 years. It's encouraging to see the company lifting dividends while earnings are growing, suggesting at least some corporate interest in rewarding shareholders. From a dividend perspective, should investors buy or avoid RFG Holdings? RFG Holdings's growing earnings per share and conservative payout ratios make for a decent combination. We also like that it paid out a lower percentage of its cash flow. RFG Holdings looks solid on this analysis overall, and we'd definitely consider investigating it more closely. While it's tempting to invest in RFG Holdings for the dividends alone, you should always be mindful of the risks involved. Our analysis shows 1 warning sign for RFG Holdings and you should be aware of this before buying any shares. Generally, we wouldn't recommend just buying the first dividend stock you see. Here's a curated list of interesting stocks that are strong dividend payers. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
3 days ago
- Business
- Yahoo
RFG Advisory Debuts Bluemonte ETFs—A Unified Investment Approach to Enhance Control and Efficiency
New ETF suite designed to deliver scalable, institutional-quality investment strategies and potentially enhance tax efficiency BIRMINGHAM, Ala., June 25, 2025--(BUSINESS WIRE)--RFG Advisory ("RFG"), an innovator in the wealth management industry committed to serving independent financial Advisors and their clients, today announced the official launch of Bluemonte ETFs—a coordinated suite of ETFs designed to streamline portfolio construction, deliver consistent, client-aligned outcomes and potentially enhance tax efficiency. Available industry-wide to RFG-affiliated and non-affiliated Advisors alike, the launch of Bluemonte ETFs marks a significant milestone in RFG's efforts to streamline the investment management process, reducing operational complexity and helping Advisors reallocate more time toward business development and client engagement. Designed to work cohesively as a complete asset management strategy, Bluemonte ETFs are fully portable and fee-transparent, offering a scalable approach that supports diverse client needs across risk profiles and financial goals. Advisors can integrate Bluemonte ETFs into RFG-managed portfolios or use them independently, all without incurring additional platform costs. "Bluemonte was built to solve for the real-world challenges Advisors face, including managing client outcomes, controlling for risk and eliminating friction," said Rick Wedell, president and chief investment officer at RFG Advisory. "By creating a unified ETF ecosystem, we can better manage asset allocation, minimize style drift and potentially enhance tax efficiency. Critically, because portfolio repositioning takes place within the ETF wrapper itself, Advisors can mitigate generating taxable events in individual client accounts." Each Bluemonte ETF is built on a defined methodology intended to support consistent portfolio construction and long-term planning goals. The approach emphasizes simplicity: build portfolios that reflect each client's risk profile and financial objectives, while maintaining transparency and consistency. "The launch of Bluemonte ETFs marks an exciting milestone at RFG. Our Advisors deserve investment solutions to grow with intention while still offering a deeply personalized client experience," added Shannon Spotswood, CEO at RFG Advisory. "Bluemonte ETFs are an extension of our mission to empower Advisor independence while delivering client benefits from sophisticated, institutional-caliber investment management. These ETFs will support Advisors in offering high-impact strategies without sacrificing time or control." This new offering strengthens RFG Advisory's commitment to helping Advisors build enterprise value, deepen client relationships and focus on sustainable growth. For more information on Bluemonte, visit For more information on the ETFs, visit To learn more about partnering with RFG, visit About RFG Advisory RFG Advisory is an award-winning platform dedicated to helping Independent Advisors build their business without compromise. An innovator in the wealth management industry, RFG enables Advisors to thrive while organically growing their business. RFG empowers Advisors with a wide range of services, including transition and talent support, marketing and growth, capital strategies, back-office solutions, investment services, technology, IT support, and more. Advisors at RFG are supported through a community dedicated to helping them increase their enterprise value and build something bigger than themselves. Focused on amplifying independence, Advisors who affiliate with RFG Advisory control all the equity in their business. Through RFG's Capital option, the firm buys an override in Advisors' businesses to facilitate succession planning and provides loans to enable the move to full independence. To learn more, visit: For more information on RFG Advisory's awards, please visit Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Funds, please visit Read the prospectus or summary prospectus carefully before investing. The Funds are distributed by SEI Investments Distribution Co. (SIDCO, 1 Freedom Valley Drive, Oaks, PA 19456) and Exchange Traded Concepts, LLC serves as the investment advisor of the funds. SEI is not affiliated with Exchange Traded Concepts, LLC, RFG Advisory, Bluemonte Investment Management, or any of its affiliates. All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously. Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability. RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy. The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative's current registered states, please visit FINRA's BrokerCheck. Insurance products and services are offered through a number of insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory. View source version on Contacts MEDIA CONTACT: RFG@ Tom Warburton347-400-3483Tommy@ Lindsay McCoy906-322-4982Lindsay@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
3 days ago
- Business
- Business Wire
RFG Advisory Debuts Bluemonte ETFs—A Unified Investment Approach to Enhance Control and Efficiency
BIRMINGHAM, Ala.--(BUSINESS WIRE)-- RFG Advisory ('RFG'), an innovator in the wealth management industry committed to serving independent financial Advisors and their clients, today announced the official launch of Bluemonte ETFs —a coordinated suite of ETFs designed to streamline portfolio construction, deliver consistent, client-aligned outcomes and potentially enhance tax efficiency. Bluemonte was built to solve for the real-world challenges Advisors face, including managing client outcomes, controlling for risk and eliminating friction Share Available industry-wide to RFG-affiliated and non-affiliated Advisors alike, the launch of Bluemonte ETFs marks a significant milestone in RFG's efforts to streamline the investment management process, reducing operational complexity and helping Advisors reallocate more time toward business development and client engagement. Designed to work cohesively as a complete asset management strategy, Bluemonte ETFs are fully portable and fee-transparent, offering a scalable approach that supports diverse client needs across risk profiles and financial goals. Advisors can integrate Bluemonte ETFs into RFG-managed portfolios or use them independently, all without incurring additional platform costs. 'Bluemonte was built to solve for the real-world challenges Advisors face, including managing client outcomes, controlling for risk and eliminating friction,' said Rick Wedell, president and chief investment officer at RFG Advisory. 'By creating a unified ETF ecosystem, we can better manage asset allocation, minimize style drift and potentially enhance tax efficiency. Critically, because portfolio repositioning takes place within the ETF wrapper itself, Advisors can mitigate generating taxable events in individual client accounts.' Each Bluemonte ETF is built on a defined methodology intended to support consistent portfolio construction and long-term planning goals. The approach emphasizes simplicity: build portfolios that reflect each client's risk profile and financial objectives, while maintaining transparency and consistency. 'The launch of Bluemonte ETFs marks an exciting milestone at RFG. Our Advisors deserve investment solutions to grow with intention while still offering a deeply personalized client experience,' added Shannon Spotswood, CEO at RFG Advisory. 'Bluemonte ETFs are an extension of our mission to empower Advisor independence while delivering client benefits from sophisticated, institutional-caliber investment management. These ETFs will support Advisors in offering high-impact strategies without sacrificing time or control.' This new offering strengthens RFG Advisory's commitment to helping Advisors build enterprise value, deepen client relationships and focus on sustainable growth. For more information on Bluemonte, visit For more information on the ETFs, visit To learn more about partnering with RFG, visit About RFG Advisory RFG Advisory is an award-winning platform dedicated to helping Independent Advisors build their business without compromise. An innovator in the wealth management industry, RFG enables Advisors to thrive while organically growing their business. RFG empowers Advisors with a wide range of services, including transition and talent support, marketing and growth, capital strategies, back-office solutions, investment services, technology, IT support, and more. Advisors at RFG are supported through a community dedicated to helping them increase their enterprise value and build something bigger than themselves. Focused on amplifying independence, Advisors who affiliate with RFG Advisory control all the equity in their business. Through RFG's Capital option, the firm buys an override in Advisors' businesses to facilitate succession planning and provides loans to enable the move to full independence. To learn more, visit: For more information on RFG Advisory's awards, please visit Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Funds, please visit Read the prospectus or summary prospectus carefully before investing. The Funds are distributed by SEI Investments Distribution Co. (SIDCO, 1 Freedom Valley Drive, Oaks, PA 19456) and Exchange Traded Concepts, LLC serves as the investment advisor of the funds. SEI is not affiliated with Exchange Traded Concepts, LLC or any of its affiliates. All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously. Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ('RFG Advisory' or 'RFG'), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability. The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative's current registered states, please visit FINRA's BrokerCheck. Insurance products and services are offered through a number of insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.
Yahoo
20-06-2025
- Business
- Yahoo
Is Invesco S&P MidCap 400 Pure Growth ETF (RFG) a Strong ETF Right Now?
A smart beta exchange traded fund, the Invesco S&P MidCap 400 Pure Growth ETF (RFG) debuted on 03/01/2006, and offers broad exposure to the Style Box - Mid Cap Growth category of the market. The ETF industry has long been dominated by products based on market cap weighted indexes, a strategy created to reflect the market or a particular market segment. Market cap weighted indexes offer a low-cost, convenient, and transparent way of replicating market returns, and are a good option for investors who believe in market efficiency. However, some investors believe in the possibility of beating the market through exceptional stock selection, and choose a different type of fund that tracks non-cap weighted strategies: smart beta. This kind of index follows this same mindset, as it attempts to pick stocks that have better chances of risk-return performance; non-cap weighted strategies base selection on certain fundamental characteristics, or a mix of such characteristics. Even though this space provides many choices to investors--think one of the simplest methodologies like equal-weighting and more complicated ones like fundamental and volatility/momentum based weighting--not all have been able to deliver first-rate results. Managed by Invesco, RFG has amassed assets over $285.31 million, making it one of the average sized ETFs in the Style Box - Mid Cap Growth. This particular fund, before fees and expenses, seeks to match the performance of the S&P MidCap 400 Pure Growth Index. The S&P MidCap 400 Pure Growth Index measures the performance of securities that exhibit strong growth characteristics in the S&P MidCap 400 Index. Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same. Operating expenses on an annual basis are 0.35% for this ETF, which makes it on par with most peer products in the space. The fund has a 12-month trailing dividend yield of 0.31%. While ETFs offer diversified exposure, which minimizes single stock risk, a deep look into a fund's holdings is a valuable exercise. And, most ETFs are very transparent products that disclose their holdings on a daily basis. For RFG, it has heaviest allocation in the Industrials sector --about 29.2% of the portfolio --while Healthcare and Consumer Discretionary round out the top three. Looking at individual holdings, Hims & Hers Health Inc (HIMS) accounts for about 2.48% of total assets, followed by Carpenter Technology Corp (CRS) and Roivant Sciences Ltd (ROIV). The top 10 holdings account for about 19.6% of total assets under management. So far this year, RFG has lost about -1.23%, and is down about -2.57% in the last one year (as of 06/20/2025). During this past 52-week period, the fund has traded between $39.08 and $53.39. RFG has a beta of 1.10 and standard deviation of 22.18% for the trailing three-year period, which makes the fund a medium risk choice in the space. With about 94 holdings, it effectively diversifies company-specific risk . Invesco S&P MidCap 400 Pure Growth ETF is an excellent option for investors seeking to outperform the Style Box - Mid Cap Growth segment of the market. There are other ETFs in the space which investors could consider as well. Vanguard Mid-Cap Growth ETF (VOT) tracks CRSP U.S. Mid Cap Growth Index and the iShares Russell Mid-Cap Growth ETF (IWP) tracks Russell MidCap Growth Index. Vanguard Mid-Cap Growth ETF has $16.44 billion in assets, iShares Russell Mid-Cap Growth ETF has $18.79 billion. VOT has an expense ratio of 0.07% and IWP changes 0.23%. Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Mid Cap Growth To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Invesco S&P MidCap 400 Pure Growth ETF (RFG): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
