Foundational Income
Tiers 1 & 2. Dividend growth and capital preservation.
How To Use This List
- Start with risk tier alignment, then compare yields.
- Click a ticker to open the full audit and NAV analysis.
- Use comparisons to validate similar funds side-by-side.
CWGIX
American Funds Capital World Gr&Inc A
AMEFX
American Funds Income Fund of Amer F2
AMECX
American Funds Income Fund of Amer A
PGR
Progressive Corporation
AMRFX
American Funds American Mutual F2
IGAAX
American Funds Intl Gr and Inc A
CAIBX
American Funds Capital Income Bldr A
ANCFX
American Funds Fundamental Invs A
RLI
RLI Corp.
PCOFX
PCOFX
PCFI
Polen Floating Rate Income ETF
DDJIX
Polen Opportunistic High Yield - Y
PCHI
Polen High Income ETF
SRLN
State Street Blackstone Senior Loan ETF
PGF
Invesco Financial Preferred ETF
PFF
iShares Preferred and Income Securities
PGX
Invesco Preferred
PSK
SPDR ICE Preferred Securities
FTSL
First Trust Senior Loan Fund
BKLN
Invesco Senior Loan ETF
DIV
Global X SuperDividend U.S.
UVV
Universal Corporation
CPB
Campbell Soup Company
TTE
TotalEnergies
AMCR
Amcor plc
IDV
iShares International Select Dividend
GIS
General Mills Inc.
DEO
Diageo plc
DWX
SPDR S&P International Dividend
ARE
Alexandria Real Estate Equities Inc.
CUBE
CubeSmart
BP
BP p.l.c.
KMB
Kimberly-Clark Corp.
VRP
Invesco Variable Rate Preferred ETF
SPHD
Invesco S&P 500 High Dividend Low Vol
KVUE
Kenvue Inc.
SPYD
SPDR Portfolio S&P 500 High Dividend
HRL
Hormel Foods Corp.
TROW
T. Rowe Price Group Inc.
BEN
Franklin Resources Inc.
EXR
Extra Space Storage Inc.
CGHY
Capital Group High Yield Bond ETF
SNY
Sanofi
PRU
Prudential Financial Inc.
MAA
Mid-America Apartment Communities Inc.
FPE
First Trust Preferred Securities & Income
D
Dominion Energy Inc.
EQR
Equity Residential
IP
International Paper Company
CLX
Clorox Company
ES
Eversource Energy
PSA
Public Storage
JAAA
Janus Henderson AAA CLO ETF
TGT
Target Corp
DVY
iShares Select Dividend
TFC
Truist Financial Corporation
SWK
Stanley Black & Decker Inc.
CVX
Chevron Corp
CMCSA
Comcast Corporation
SHYM
BlackRock ETF Trust II - iShares Short Duration High Yield Muni Active ETF
FLOT
iShares Floating Rate Bond ETF
CGCP
Capital Group Core Plus Income ETF
SJM
J.M. Smucker Company
VYMI
Vanguard International High Dividend Yield
AVB
AvalonBay Communities Inc.
ABNDX
American Funds Bond Fund of Amer A
WEEK
Roundhill Weekly T-Bill
BKH
Black Hills Corporation
HDV
iShares Core High Dividend
NWN
Northwest Natural Holding Company
IRM
Iron Mountain
IDOG
ALPS International Sector Dividend Dogs
EXC
Exelon Corporation
SCHD
Schwab US Dividend Equity
PEP
PepsiCo Inc
SGOV
iShares 0-3 Month Treasury Bond ETF
UL
Unilever PLC
AMT
American Tower
DWGAX
American Funds Developing World Growth and Income Fund
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
UBSI
United Bankshares Inc.
SHEL
Shell plc
AIBAX
American Funds Interm Bd Fd of Amer A
RIO
Rio Tinto Group
USB
US Bancorp
BMO
Bank of Montreal
COP
ConocoPhillips
GSK
GSK plc
DTE
DTE Energy Company
FTS
Fortis Inc.
ED
Consolidated Edison Inc.
SO
Southern Company
MDLZ
Mondelez International Inc.
VTEB
Vanguard Tax-Exempt Bond Index Fund ETF Shares
WEC
WEC Energy Group Inc.
ADM
Archer-Daniels-Midland Company
AEP
American Electric Power Company
TD
Toronto-Dominion Bank
PFXF
VanEck Preferred Securities ex Financials ETF
DUK
Duke Energy Corporation
DIVG
Invesco Dividend Growth
PNC
PNC Financial Services Group Inc.
MET
MetLife Inc.
KDP
Keurig Dr Pepper Inc.
EOG
EOG Resources Inc.
MUB
iShares National Muni Bond ETF
CMS
CMS Energy Corporation
CGCB
Capital Group Core Bond ETF
PLD
Prologis Inc
MRK
Merck & Co., Inc.
UNH
UnitedHealth Group Incorporated
PEG
Public Service Enterprise Group Inc.
SCL
Stepan Company
PPL
PPL Corporation
ABBV
AbbVie Inc
SRE
Sempra Energy
GPC
Genuine Parts Company
PG
Procter & Gamble
DLR
Digital Realty
MDT
Medtronic plc
TXN
Texas Instruments Incorporated
HSY
Hershey Company
KO
Coca-Cola Co
NVS
Novartis AG
MKC
McCormick & Company Inc.
XEL
Xcel Energy Inc.
K
Kellanova
STZ
Constellation Brands Inc.
XLE
State Street Energy Select Sector SPDR ETF
ADP
Automatic Data Processing Inc.
AEE
Ameren Corporation
AMGN
Amgen Inc.
ETR
Entergy Corporation
SDY
SPDR S&P Dividend
NEE
NextEra Energy Inc.
XOM
Exxon Mobil Corp
MSEX
Middlesex Water Company
AWR
American States Water Company
FANG
Diamondback Energy Inc.
MTB
M&T Bank Corporation
FDVV
Fidelity High Dividend ETF
CWT
California Water Service Group
RY
Royal Bank of Canada
NKE
NIKE Inc.
PPG
PPG Industries Inc.
ABM
ABM Industries Incorporated
XLU
State Street Utilities Select Sector SPDR ETF
NI
NiSource Inc.
APD
Air Products and Chemicals Inc.
PBBIX
FundVantage Trust - Polen Upper Tier High Yield Fund
VYM
Vanguard High Div Yield
SBUX
Starbucks Corporation
DGRO
iShares Core Div Growth
JNJ
Johnson & Johnson
CGBL
Capital Group Core Balanced ETF
HSBC
HSBC Holdings plc
HD
Home Depot
MGEE
MGE Energy Inc.
AIG
American International Group Inc.
NFG
National Fuel Gas Company
SYY
Sysco Corporation
EQIX
Equinix Inc
ATO
Atmos Energy Corporation
MCD
McDonald's Corp
SLB
Schlumberger Limited
QCOM
QUALCOMM Incorporated
UNP
Union Pacific
NOBL
ProShares S&P 500 Dividend Aristocrats
VIGI
Vanguard International Dividend Appreciation
HON
Honeywell Intl
ABT
Abbott Laboratories
PKG
Packaging Corporation of America
CL
Colgate-Palmolive Co.
KBE
State Street SPDR S&P Bank ETF
CI
Cigna Corporation
ITW
Illinois Tool Works Inc.
LMT
Lockheed Martin
ERIE
Erie Indemnity Company
CGGO
Capital Group Global Growth Equity ETF
CINF
Cincinnati Financial Corporation
IBM
International Business Machines
MS
Morgan Stanley
AFL
Aflac Incorporated
CNP
CenterPoint Energy Inc.
DHS
WisdomTree US High Dividend
ACN
Accenture plc
BAC
Bank of America
CSCO
Cisco Systems
BDX
Becton, Dickinson and Company
RPM
RPM International Inc.
C
Citigroup Inc
FAST
Fastenal Company
HAL
Halliburton Company
AOS
A.O. Smith Corporation
MMM
3M Company
CBSH
Commerce Bancshares Inc.
ELV
Elevance Health Inc.
CGDG
Capital Group Dividend Growers ETF
BKR
Baker Hughes Company
ALL
Allstate Corporation
KBWB
Invesco KBW Bank ETF
WFC
Wells Fargo
UBS
UBS Group AG
NSC
Norfolk Southern
HIG
Hartford Financial Services Group Inc.
HUM
Humana Inc.
BLK
BlackRock Inc
JPM
JPMorgan Chase
YUM
Yum! Brands Inc.
LOW
Lowe's Companies
CME
CME Group Inc.
GS
Goldman Sachs
DPZ
Domino's Pizza Inc.
CGDV
Capital Group Dividend Value ETF
GD
General Dynamics
BHP
BHP Group Limited
TNC
Tennant Company
WELL
Welltower Inc
VIG
Vanguard Div Appreciation
EMR
Honeywell Intl
TRV
Travelers Companies Inc.
FDS
FactSet Research Systems Inc.
CSX
CSX Corp
FUL
H.B. Fuller Company
SCHW
Charles Schwab Corporation
RTX
Raytheon Tech
ROK
Rockwell Automation Inc.
NOC
Northrop Grumman
LIN
Linde plc
CHRW
C.H. Robinson Worldwide Inc.
ORCL
Oracle Corporation
CB
Chubb Limited
NUE
Nucor Corporation
EL
Estee Lauder Companies Inc.
CHD
Church & Dwight Co., Inc.
GRC
Gorman-Rupp Company
NDSN
Nordson Corporation
LNG
Cheniere Energy Inc.
INTC
Cisco Systems
MSA
MSA Safety Incorporated
PNR
Pentair plc
NDAQ
Nasdaq Inc.
ICE
Intercontinental Exchange Inc.
AZN
AstraZeneca PLC
RDVY
First Trust Rising Dividend Achievers ETF
ROP
Roper Technologies Inc.
ECL
Ecolab Inc.
DOV
Dover Corporation
DE
Deere & Co
EXPD
Expeditors International
ALB
Albemarle Corporation
AXP
American Express Company
CAH
Cardinal Health Inc.
BRO
Brown & Brown Inc.
FMCB
Farmers & Merchants Bank of Central California
MSFT
Microsoft Corp
SHW
Sherwin-Williams Company
CTAS
Cintas Corporation
GWW
W.W. Grainger Inc.
TR
Tootsie Roll Industries Inc.
CAT
Caterpillar Inc
WMT
Walmart Inc
CRM
Salesforce Inc.
AVGO
Broadcom Inc
V
Visa Inc
PH
Parker-Hannifin Corporation
GM
General Motors
SPGI
S&P Global Inc.
DIS
Walt Disney Company
DHR
Danaher Corporation
AME
AMETEK Inc.
COST
Costco Wholesale
MA
Mastercard Inc
PBKIX
Fundvantage Trust - Polen Floating Rate Income ETF
REGN
Regeneron Pharmaceuticals Inc.
AAPL
Apple Inc
WST
West Pharmaceutical Services Inc.
BBP
British Petroleum
DGRW
WisdomTree US Dividend Growth
TMO
Thermo Fisher Scientific Inc.
META
Meta Platforms, Inc.
PLTM
GraniteShares Platinum Trust
LANC
Lancaster Colony Corporation
MNST
Monster Beverage Corporation
BAR
GraniteShares Gold Trust
NBIL
GraniteShares Ultra Short Income ETF
VRTX
Vertex Pharmaceuticals Incorporated
BF-B
Brown-Forman Corporation
About Foundational Income
Foundational Income represents the bedrock of a sustainable dividend portfolio. These assets (Tiers 1 & 2) prioritize capital preservation and dividend growth over varying timelines.
Why Focus on Dividend Growth?
While their current yields (typically 2-4%) may seem modest compared to high-yield alternatives, Tier 2 assets like SCHD or VIG are designed to combat inflation. By increasing their payouts annually, they protect your purchasing power spanning decades.
- Lower Volatility: These funds typically experience smaller drawdowns during market corrections.
- Tax Efficiency: Many pay qualified dividends, taxed at lower long-term capital gains rates.
- Compounding Engine: Reinvesting dividends from these stable growers is the surest path to long-term wealth.