DRDIX Mutual Fund

DRDIX Mutual Fund (Dearborn Partners Rising Dividend Fund Class I) is managed by Dearborn Partners with $237.7M in net assets. DRDIX expense ratio is 0.95%, holding 50 positions across sectors including Information Technology, Consumer Staples, Industrials. Inception date: 2013-04-10.

DRDIX performance shows a YTD return of 2.47%. The 1-year return is 0.18% and the 5-year return is 5.54%. DRDIX dividend yield stands at 3.28%, paid quarterly.

DRDIX top holdings include Apple, Inc (7.6%), Microsoft Corp (4.5%), Caseys General (3.8%), Atmos Energy Corp (3.3%), Corteva Inc Ctva (3.2%). Go to all DRDIX holdings, DRDIX sectors, or DRDIX dividends.

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