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
PCFI
Polen Floating Rate Income ETF
PCOFX
PCOFX
CME
CME Group Inc.
DDJIX
Polen Opportunistic High Yield - Y
SRLN
State Street Blackstone Senior Loan ETF
PCHI
Polen High Income ETF
PGF
Invesco Financial Preferred ETF
PSK
SPDR ICE Preferred Securities
PFF
iShares Preferred and Income Securities
PGX
Invesco Preferred
GIS
General Mills Inc.
FTSL
First Trust Senior Loan Fund
DIV
Global X SuperDividend U.S.
BKLN
Invesco Senior Loan ETF
UVV
Universal Corporation
CPB
Campbell Soup Company
TTE
TotalEnergies
AMCR
Amcor plc
IDV
iShares International Select Dividend
DEO
Diageo plc
DWX
SPDR S&P International Dividend
ARE
Alexandria Real Estate Equities Inc.
KMB
Kimberly-Clark Corp.
CUBE
CubeSmart
HRL
Hormel Foods Corp.
VRP
Invesco Variable Rate Preferred ETF
SPHD
Invesco S&P 500 High Dividend Low Vol
CLX
Clorox Company
MAA
Mid-America Apartment Communities Inc.
KVUE
Kenvue Inc.
CGHY
Capital Group High Yield Bond ETF
SPYD
SPDR Portfolio S&P 500 High Dividend
TROW
T. Rowe Price Group Inc.
BEN
Franklin Resources Inc.
CMCSA
Comcast Corporation
EXR
Extra Space Storage Inc.
SNY
Sanofi
SJM
J.M. Smucker Company
JAAA
Janus Henderson AAA CLO ETF
PRU
Prudential Financial Inc.
FPE
First Trust Preferred Securities & Income
CGCP
Capital Group Core Plus Income ETF
EQR
Equity Residential
TFC
Truist Financial Corporation
IP
International Paper Company
ES
Eversource Energy
PSA
Public Storage
TGT
Target Corp
DVY
iShares Select Dividend
D
Dominion Energy Inc.
BP
BP p.l.c.
SWK
Stanley Black & Decker Inc.
CVX
Chevron Corp
SHYM
BlackRock ETF Trust II - iShares Short Duration High Yield Muni Active ETF
FLOT
iShares Floating Rate Bond ETF
GPC
Genuine Parts Company
AVB
AvalonBay Communities Inc.
CGCB
Capital Group Core Bond ETF
WEEK
Roundhill Weekly T-Bill
BKH
Black Hills Corporation
ABNDX
American Funds Bond Fund of Amer A
HDV
iShares Core High Dividend
IRM
Iron Mountain
EXC
Exelon Corporation
SCHD
Schwab US Dividend Equity
SGOV
iShares 0-3 Month Treasury Bond ETF
UL
Unilever PLC
AMT
American Tower
UBSI
United Bankshares Inc.
PEP
PepsiCo Inc
DWGAX
American Funds Developing World Growth and Income Fund
NWN
Northwest Natural Holding Company
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
RIO
Rio Tinto Group
USB
US Bancorp
BMO
Bank of Montreal
COP
ConocoPhillips
AIBAX
American Funds Interm Bd Fd of Amer A
DTE
DTE Energy Company
FTS
Fortis Inc.
BF-B
Brown-Forman Corporation
ED
Consolidated Edison Inc.
GSK
GSK plc
SO
Southern Company
MDLZ
Mondelez International Inc.
DIVG
Invesco Dividend Growth
VTEB
Vanguard Tax-Exempt Bond Index Fund ETF Shares
PFXF
VanEck Preferred Securities ex Financials ETF
ADP
Automatic Data Processing Inc.
ABBV
AbbVie Inc
ADM
Archer-Daniels-Midland Company
AEP
American Electric Power Company
TD
Toronto-Dominion Bank
WEC
WEC Energy Group Inc.
DUK
Duke Energy Corporation
MET
MetLife Inc.
PNC
PNC Financial Services Group Inc.
SHEL
Shell plc
FDVV
Fidelity High Dividend ETF
SCL
Stepan Company
MUB
iShares National Muni Bond ETF
KDP
Keurig Dr Pepper Inc.
CMS
CMS Energy Corporation
PLD
Prologis Inc
MRK
Merck & Co., Inc.
UNH
UnitedHealth Group Incorporated
PEG
Public Service Enterprise Group Inc.
PPL
PPL Corporation
ABM
ABM Industries Incorporated
VYMI
Vanguard International High Dividend Yield
PG
Procter & Gamble
DLR
Digital Realty
MDT
Medtronic plc
TXN
Texas Instruments Incorporated
HD
Home Depot
AMGN
Amgen Inc.
EOG
EOG Resources Inc.
HSY
Hershey Company
KO
Coca-Cola Co
NVS
Novartis AG
QCOM
QUALCOMM Incorporated
MKC
McCormick & Company Inc.
XEL
Xcel Energy Inc.
K
Kellanova
XLE
State Street Energy Select Sector SPDR ETF
AEE
Ameren Corporation
SBUX
Starbucks Corporation
ETR
Entergy Corporation
SDY
SPDR S&P Dividend
MSEX
Middlesex Water Company
AWR
American States Water Company
FANG
Diamondback Energy Inc.
MTB
M&T Bank Corporation
STZ
Constellation Brands Inc.
CWT
California Water Service Group
NEE
NextEra Energy Inc.
RY
Royal Bank of Canada
NKE
NIKE Inc.
SRE
Sempra Energy
PPG
PPG Industries Inc.
XLU
State Street Utilities Select Sector SPDR ETF
XOM
Exxon Mobil Corp
APD
Air Products and Chemicals Inc.
PBBIX
FundVantage Trust - Polen Upper Tier High Yield Fund
VIGI
Vanguard International Dividend Appreciation
NI
NiSource Inc.
DGRO
iShares Core Div Growth
JNJ
Johnson & Johnson
CGBL
Capital Group Core Balanced ETF
HSBC
HSBC Holdings plc
ABT
Abbott Laboratories
CL
Colgate-Palmolive Co.
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
BLK
BlackRock Inc
SLB
Schlumberger Limited
VYM
Vanguard High Div Yield
NOBL
ProShares S&P 500 Dividend Aristocrats
CI
Cigna Corporation
ELV
Elevance Health Inc.
HON
Honeywell Intl
BAC
Bank of America
UNP
Union Pacific
PKG
Packaging Corporation of America
AOS
A.O. Smith Corporation
KBE
State Street SPDR S&P Bank ETF
RPM
RPM International Inc.
ITW
Illinois Tool Works Inc.
LMT
Lockheed Martin
ERIE
Erie Indemnity Company
CGGO
Capital Group Global Growth Equity ETF
CINF
Cincinnati Financial Corporation
MMM
3M Company
IBM
International Business Machines
MS
Morgan Stanley
AFL
Aflac Incorporated
ACN
Accenture plc
CNP
CenterPoint Energy Inc.
FAST
Fastenal Company
CSCO
Cisco Systems
BDX
Becton, Dickinson and Company
C
Citigroup Inc
HAL
Halliburton Company
EL
Estee Lauder Companies Inc.
CBSH
Commerce Bancshares Inc.
CGDG
Capital Group Dividend Growers ETF
FDS
FactSet Research Systems Inc.
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.
JPM
JPMorgan Chase
YUM
Yum! Brands Inc.
TNC
Tennant Company
LOW
Lowe's Companies
IDOG
ALPS International Sector Dividend Dogs
GD
General Dynamics
DHS
WisdomTree US High Dividend
GS
Goldman Sachs
DPZ
Domino's Pizza Inc.
EMR
Honeywell Intl
CGDV
Capital Group Dividend Value ETF
BHP
BHP Group Limited
WELL
Welltower Inc
VIG
Vanguard Div Appreciation
TRV
Travelers Companies Inc.
CHRW
C.H. Robinson Worldwide Inc.
FUL
H.B. Fuller Company
ORCL
Oracle Corporation
RTX
Raytheon Tech
SCHW
Charles Schwab Corporation
CSX
CSX Corp
ROK
Rockwell Automation Inc.
NOC
Northrop Grumman
CHD
Church & Dwight Co., Inc.
LIN
Linde plc
MSA
MSA Safety Incorporated
CB
Chubb Limited
PNR
Pentair plc
NUE
Nucor Corporation
GRC
Gorman-Rupp Company
NDSN
Nordson Corporation
LNG
Cheniere Energy Inc.
INTC
Cisco Systems
NDAQ
Nasdaq Inc.
ICE
Intercontinental Exchange Inc.
RLI
RLI Corp.
AZN
AstraZeneca PLC
RDVY
First Trust Rising Dividend Achievers ETF
ROP
Roper Technologies Inc.
ECL
Ecolab Inc.
CTAS
Cintas Corporation
DOV
Dover Corporation
BRO
Brown & Brown Inc.
GM
General Motors
DE
Deere & Co
MSFT
Microsoft Corp
EXPD
Expeditors International
AXP
American Express Company
CAH
Cardinal Health Inc.
ALB
Albemarle Corporation
FMCB
Farmers & Merchants Bank of Central California
SHW
Sherwin-Williams Company
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
DGRW
WisdomTree US Dividend Growth
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
BBP
British Petroleum
WST
West Pharmaceutical Services Inc.
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
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.