Interactive Advisors · investment strategy
by Interactive Advisors
The Russell 3000 Dividend Growth portfolio gives you direct ownership of leading U.S. companies with proven records of raising their dividends year after year. Rather than buying shares of a fund, you hold the actual stocks in your account through a direct indexing approach. The portfolio spans large-cap, mid-cap, and small-cap companies, offering broad market reach while focusing on businesses that have demonstrated lasting financial discipline. It can serve as a core building block for investors seeking dependable income potential across the full U.S. equity market.
Description from Interactive Advisors
of the return and risk figures:as the source publishes them
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
Each rule is quoted word for word from the strategy's own documents.
“When the index removes or replaces a holding during its scheduled review, the portfolio adjusts accordingly”
“Each candidate is screened for sufficient liquidity and active dividend status before inclusion”
“selecting companies that have successfully increased their dividend payments over a ten-year period”
“The portfolio rebalances quarterly”
“max 30% per sector”
“no single sector allowed to exceed 30% of the overall portfolio”
“The portfolio draws from the Russell 3000® Index”
“Dividend Growth versions equal-weighted”
“Selected holdings are equally weighted”
No published holdings for this strategy.
Fitted to 252 returns (live) from 2025-10-30 to 2026-10-16. An estimate, not holdings: it can't name stocks.
· : 0.83 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 0.44 (90%: 0.33 to 0.55)
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
No holdings on file, so nothing to test.
Strategies that share its Income / dividends label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
2 missing
Rebalance schedule taken from a stated rule.
The text the rules are quoted from, with where it came from.
Tracks the reference index; Dividend Growth versions equal-weighted with max 30% per sector
0.20% annual; IA remits half to FTSE International Limited / Frank Russell Company
The Russell 3000 Dividend Growth portfolio gives you direct ownership of leading U.S. companies with proven records of raising their dividends year after year. Rather than buying shares of a fund, you hold the actual stocks in your account through a direct indexing approach. The portfolio spans large-cap, mid-cap, and small-cap companies, offering broad market reach while focusing on businesses that have demonstrated lasting financial discipline. It can serve as a core building block for investors seeking dependable income potential across the full U.S. equity market.
The Interactive Advisors FTSE Russell Index Tracking Portfolios are designed to follow certain predefined rules so that the portfolio can track a specified basket of underlying investments, which corresponds to the reference index. These portfolios aim to track the performance of the underlying basket (index), and typically represent a form of passive investing. Interactive Advisors constructs and manages these portfolios based on data provided pursuant to licensing agreements with FTSE International Limited ("FTSE") and the Frank Russell Company ("Russell"). The goal of these portfolios is to allow investors to track the performance of certain specified portions of the US Stock market as represented by the reference index.
Capital growth plus with a more complex portfolio or higher risk profile than broad equity markets. Investing in equities and concentrated portfolios and prepared to accept fluctuation in portfolio value.
Income-growth seekers: Designed for investors who want more than just current yield. By concentrating on companies with a track record of increasing payouts, this portfolio offers the potential for a rising income stream over time. Broad market diversifiers: Ideal for those who prefer coverage across the full range of U.S. company sizes, from established large-caps to emerging small-caps, rather than focusing on a single market segment. Rules-based investors: Well-suited for those who value a disciplined, scientific approach. The portfolio follows predefined index criteria, so every buy and sell decision is driven by clear, objective standards.
Allocation discipline: The portfolio draws from the Russell 3000® Index, selecting companies that have successfully increased their dividend payments over a ten-year period. Each candidate is screened for sufficient liquidity and active dividend status before inclusion, ensuring adequate trading volume across all market capitalizations. Selected holdings are equally weighted, meaning every position starts at the same size, with no single sector allowed to exceed 30% of the overall portfolio. The portfolio rebalances quarterly to maintain these allocation targets. Sell discipline: Sell decisions follow a systematic, rules-based process tied to the quarterly rebalance and reconstitution of the Russell 3000® Dividend Growth Index. When the index removes or replaces a holding during its scheduled review, the portfolio adjusts accordingly. This structured approach keeps the portfolio consistently aligned with its benchmark without relying on discretionary calls.
Full portfolio transparency: Because you own each stock individually rather than through a fund, you can see every holding in your account. This level of visibility lets you know exactly where your money is invested at all times. Time-tested dividend quality: Only companies that have raised their dividends for at least ten consecutive years qualify for inclusion, creating a high bar that highlights businesses with a lasting commitment to shareholder returns. Built-in diversification controls: An equal-weight structure and a cap on any single sector help balance your exposure across industries and company sizes, reducing the risk that one area of the market drives your overall results.
Every value on file, each labelled with its calculation basis and as-of date.
| Asset classes / instruments | equities | 2026-10-09 | |
| Composition (ETFs / Stocks / Mixed) | STOCKS | 2026-10-09 | |
| Curated collections (Interactive Advisors) | Diversified portfolios | 2026-10-09 | |
| ESG / responsible flag | No | 2026-10-09 | |
| Smart beta flag | No | 2026-10-09 | |
| Theme keywords (Interactive Advisors) | Growth, Large-cap, Mid-cap, Small-cap | 2026-10-09 |
| Rebalancing (methodology text) | rebalances quarterly | 2026-10-09 |
| Management / advisory fee | 0.20% | 2026-10-09 | |
| Minimum investment | $100 | 2026-10-09 |
| Metrics calculated through | 2026-10-09 | 2026-10-09 |
| Program in the firm's Form ADV brochure | url: https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024287 · name: Interactive Advisors Russell Sector Index Trackers · covers: 14 · source_key: interactive_advisors|6 · original_name: Index Tracking Portfolios (14): Russell 1000 Real Estate, Consumer Discretionary, Consumer Staples, Dividend Growth, Energy, Financial Services, Health Care, Basic Materials, Industrials, Technology, Utilities, Telecommunications Managed Portfolios; Russell 3000 Dividend Growth Managed Portfolio; Russell Top 200 Managed Portfolio |
| Benchmark (methodology text) | Respective Russell reference index |
| Annualized return since inception (Lighthorse, daily, live) | 8.65% | 2026-10-16 | |
| Calendar-year returns (live account) | 2018: -3.2% · 2019: 24.6% · 2020: 8.2% · 2021: 24.8% · 2022: -6.0% · 2023: 10.2% · 2024: 7.7% · 2025: 4.5% | 2026-10-09 | |
| Return since inception (annualized) (live account) | 8.40% | 2026-10-09 | |
| Return since inception (cumulative) (live account) | 104.30% | 2026-10-09 | |
| Return vs the source's benchmark, last 365 days (Lighthorse, daily, live) | -5.70% | 2026-10-16 | |
| Return, last 30 days (live account) | -3.80% | 2026-10-09 | |
| Return, last 365 days (Lighthorse, daily, live) | 11.09% | 2026-10-16 | |
| Return, last 365 days (live account) | 7.00% | 2026-10-09 | |
| Return, last 5 years (cumulative) (live account) | 34.10% | 2026-10-09 | |
| Return, last 90 days (live account) | -3.80% | 2026-10-09 | |
| Return, year to date (live account) | 7.10% | 2026-10-09 |
| Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 1.00 | 2026-10-16 | |
| Maximum drawdown since inception (Lighthorse, daily, live) | -34.95% | 2026-10-16 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, live) | -8.71% | 2026-10-16 | |
| Maximum drawdown, last 365 days (live account) | -8.70% | 2026-10-09 | |
| Sharpe ratio since inception (Lighthorse, daily, live) | 0.39 | 2026-10-16 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, live) | 0.64 | 2026-10-16 | |
| Sharpe ratio, last 365 days (live account) | 0.33 | 2026-10-09 | |
| Sortino ratio, last 365 days (Lighthorse, daily, live) | 0.98 | 2026-10-16 | |
| Sortino ratio, last 365 days (live account) | 0.59 | 2026-10-09 | |
| Value-at-risk 95% 1-week, last 365 days (live account) | -2.70% | 2026-10-09 | |
| Volatility since inception (Lighthorse, daily, live) | 17.74% | 2026-10-16 | |
| Volatility, last 365 days (Lighthorse, daily, live) | 11.06% | 2026-10-16 | |
| Volatility, last 365 days (live account) | 11.50% | 2026-10-09 |
| Risk label (Interactive Advisors) | Growth plus | 2026-10-09 | |
| Risk score 1-5 (Interactive Advisors) | 3 | 2026-10-09 | |
| Risk score description | Capital growth plus with a more complex portfolio or higher risk profile than broad equity markets. Investing in equities and concentrated portfolios and prepared to accept fluctuation in portfolio value. | 2026-10-09 |
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