PDFDX Mutual Fund

PDFDX Mutual Fund (Perkins Discovery Fund Investor Class) is managed by Perkins with $5.7M in net assets. PDFDX expense ratio is 2.50%, holding 27 positions across sectors including Health Care, Information Technology, Communication Services. Inception date: 1998-04-09.

PDFDX performance shows a YTD return of 2.73%. The 1-year return is 34.23% and the 5-year return is -0.23%. PDFDX dividend yield stands at 9.56%, paid annually.

PDFDX top holdings include Axogen Inc (11.4%), Natera Inc (11.2%), Veracyte Inc (7.8%), Ani Pharmaceuticals Inc (7.6%), Skywater Technology Inc (6.8%). Go to all PDFDX holdings, PDFDX sectors, or PDFDX dividends.

PDFDX can be compared against other funds. Use PDFDX overlap to find shared positions, or PDFDX vs another fund for a side-by-side view. PDFDX alternatives are available via the screener, along with tax-loss harvesting opportunities.