DIVGX Mutual Fund

DIVGX Mutual Fund (Guardian Capital Dividend Growth Fund Institutional Class) is managed by Guardian Capital LP with $40.6M in net assets. DIVGX expense ratio is 0.95%, holding 41 positions across sectors including Information Technology, Financials, Energy. Inception date: 2019-05-01.

DIVGX performance shows a YTD return of 10.74%. The 1-year return is 18.37% and the 5-year return is 10.88%. DIVGX dividend yield stands at 24.51%, paid quarterly.

DIVGX top holdings include Broadcom Inc (5.9%), Apple Inc Ord (5.9%), Microsoft Corp 4.100 Feb 06 37 (5.8%), Axa S/Adr Ordinary Shares (5.1%), Allianz (5.0%). Go to all DIVGX holdings, DIVGX sectors, or DIVGX dividends.

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