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RJ Eagle Vertical Income ETF

$24.08Last updated
-$0.05 (0.19%)Past day
Timezone

RJ Eagle Vertical ETF (AMEX: RJVI) is an exchange-traded fund listed on NYSE Arca, trading at $24.08 (about ₹2,313 a unit) as of 29 Sep 2026, 3:59 PM ET. It has an expense ratio of 0.51% and holds 79 securities. Indian residents can buy RJVI through Paasa under the RBI's Liberalised Remittance Scheme.

Quote

Open:$24.06
Previous close:$24.13
Volume:1.81K

Today's low

$24.04

Today's high

$24.08

52 week low

$24.04

52 week high

$25.68

RJVI opened at $24.06, closed previously at $24.13, and has traded between $24.04 and $25.68 over the past 52 weeks.

About

The RJ Eagle Vertical Income ETF, also known simply as the Vertical Income ETF, is primarily designed to generate consistent income for its investors. A secondary goal for the fund is to achieve long-term growth of capital.

Issuer
Raymond James
Exchange listed on
AMEX
Asset class
Equity
Base currency
USD
Domicile
United States
Dividends
Distributing
Launched
2025
ISIN
US14214M2787

Key statistics

Expense ratio

0.51%

Assets (AUM)

$18.1M

Holdings

79

NAV

$24.07

Avg. volume

—

1-year price change

-3.99%

5-year price change

—

Price change excludes dividends.

Top 10 holdings

1. Dollar General Corp 5.45% 07/05/2033
2.0%
2. Honeywell International Inc 5% 03/01/2035
1.9%
3. Diageo Capital PLC 3.875% 04/29/2043
1.9%
4. Union Pacific Corp 5.6% 12/01/2054
1.9%
5. U.S. Bank Money Market Deposit Account 06/01/2031
1.8%
6. Apple Inc 3.75% 11/13/2047
1.8%
7. Comcast Corp 5.35% 05/15/2053
1.7%
8. American Express Co 6.45% 09/15/2175
1.5%
9. Equifax Inc 5.1% 06/01/2028
1.5%
10. CMS Energy Corp 4.75% 06/01/2050
1.5%

RJVI holds 79 securities in total. These 10 are 17.6% of the fund.

Where the money is invested

Sectors

Healthcare
16.6%
Consumer Defensive
13.9%
Financial Services
13.0%
Utilities
11.6%
Energy
11.1%
Communication Services
10.1%

How to buy RJVI from India

Indian residents can buy RJVI units through Paasa in three steps. Funds leave India under the RBI's Liberalised Remittance Scheme and the units are held in your own name with Interactive Brokers.

  1. Open your Paasa account

    KYC takes a few minutes: PAN, Aadhaar and address proof. Your brokerage account is opened in your own name with Interactive Brokers.

  2. Add funds from your Indian bank account

    Remit up to $250,000 a year under the RBI's Liberalised Remittance Scheme. Your bank converts the rupees to US dollars at its rate on the day you remit.

  3. Search RJVI and buy

    Find the fund by its ticker, RJVI, on NYSE Arca, and place your order. Fractional units are available and there is no minimum trade size, so you can buy by amount.

Read the full guide: how to invest in RJVI from India

Trading and taxes when buying RJVI from India

Trading and limits

Trading hours
9:30 am – 4:00 pm ET
LRS limit
$250,000Per financial year, under the RBI's Liberalised Remittance Scheme.

Tax for Indian residents

TCS on remittance
20%Collected by your bank on LRS remittances above ₹10 lakh in a financial year. The TCS is adjustable against your income-tax liability.Adjusting TCS against your tax
Capital gains in India
12.5% or slab rateGains on foreign ETF units held for more than 24 months are long-term and taxed at 12.5% without indexation. Gains on units held for 24 months or less are short-term and taxed at your income-tax slab rate.Capital gains explained
Dividends
Slab rateIt pays the dividends from its holdings out to you in cash, and dividends are taxed at your slab rate in India. The US withholds tax on dividends paid to Indian residents at the treaty rate; Paasa files Form W-8BEN for you, and the tax withheld can generally be claimed as a credit in India.Dividend tax explained
US estate tax
May applyUS-situs assets such as US-listed shares can be exposed to US estate tax for non-US persons.US estate tax calculator

Custody. Units are held in your own name at Interactive Brokers LLC and are SIPC-insured up to $500,000 in total, including $250,000 for cash.

FAQs

What is the RJVI price today?

RJ Eagle Vertical ETF (RJVI) last traded at $24.08 on NYSE Arca, as of 29 Sep 2026, 3:59 PM ET. That is ₹2,313 a unit at the 29 Sep 2026 USD/INR rate.

When does RJVI trade, in Indian time?

NYSE Arca trades 7:00 pm – 1:30 am IST, so the close lands after midnight. The window shifts to 8:00 pm – 2:30 am IST when the US is on standard time. Orders can only execute during that window.

How big is RJVI, and what does it cost to hold?

RJ Eagle Vertical ETF manages about $18.1M. Its expense ratio is 0.51% a year, deducted inside the fund. It launched in 2025.

What are RJVI's largest holdings?

The top three are Dollar General Corp 5.45% 07/05/2033 (2.0%), Honeywell International Inc 5% 03/01/2035 (1.9%) and Diageo Capital PLC 3.875% 04/29/2043 (1.9%). RJVI's 10 largest positions make up 17.6% of the fund.

Does RJVI pay dividends?

Yes. RJVI is a distributing fund and pays the dividends from its holdings out in cash. In India they are taxed at your slab rate. The US withholds 25% tax on dividends before they reach you; Paasa files Form W-8BEN for you, and the tax withheld can generally be claimed as a credit when you file in India.

How are gains on RJVI taxed in India?

Units held for more than 24 months are long-term and taxed at 12.5% without indexation; units held for 24 months or less are taxed at your income-tax slab rate. The gain is worked out in rupees, so the currency move counts.

Can I buy fractional units of RJVI?

Yes. You can buy RJVI by amount rather than by whole unit, and there is no minimum trade size.

How has RJVI performed?

RJVI's price is down 4.0% over the past year. These figures are price change only and exclude dividends; past performance does not guarantee future returns.