DRDIX Mutual Fund

DRDIX Mutual Fund (Dearborn Partners Rising Dividend Fund Class I) is managed by Dearborn Partners with $240.6M in net assets. DRDIX expense ratio is 0.95%, holding 50 positions across sectors including Information Technology, Consumer Staples, Financials. 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 6.42%. DRDIX dividend yield stands at 3.35%, paid quarterly.

DRDIX top holdings include Apple, Inc (6.2%), Caseys General (4.4%), Microsoft Corp (3.4%), Atmos Energy Corp (3.3%), Corteva Inc Ctva (2.8%). 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.