DDDIX Mutual Fund

DDDIX Mutual Fund (13D Activist Fund Class I) is managed by 13D Activist Fund with $89.9M in net assets. DDDIX expense ratio is 1.51%, holding 24 positions across sectors including Health Care, Consumer Discretionary, Information Technology. Inception date: 2011-12-28.

DDDIX performance shows a YTD return of 30.40%. The 1-year return is 39.59% and the 5-year return is 4.79%. DDDIX dividend yield stands at 3.53%, paid annually.

DDDIX top holdings include Twilio Inc. Class A (8.3%), Viasat Inc (8.2%), First American Government Obligations Fund (8.2%), Acadia Healthcare Co., Inc. (7.5%), Pearson Plc Spons Adr Each Rep 1 Ord Gbp0.25 (6.5%). Go to all DDDIX holdings, DDDIX sectors, or DDDIX dividends.

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