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