PDIAX Mutual Fund (Virtus KAR Equity Income Fund Class A) is managed by Virtus Investment Partners with $136.5M in net assets. PDIAX expense ratio is 1.14%, holding 39 positions across sectors including Unknown, Industrials, Information Technology. Inception date: 1997-09-25.

PDIAX performance shows a YTD return of 14.59%. The 1-year return is 23.42% and the 5-year return is 8.76%. PDIAX dividend yield stands at 6.48%, paid quarterly.

PDIAX top holdings include Fortis Inc (5.4%), Zurich Insurance Group Ag (4.5%), Pnc Financial Services Group I Preferred Stock 5.375 (4.3%), Lamar Advertising Co_None_0 (4.0%), Walmart Inc Com USD0.1 (3.8%). View all PDIAX holdings, sector breakdown, or dividend history.

PDIAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PDIAX alternatives are available via the screener, along with tax-loss harvesting opportunities.