IDIVX Mutual Fund

IDIVX Mutual Fund (Integrity Dividend Harvest Fund Class A) is managed by Integrity Viking Funds with $151.5M in net assets. IDIVX expense ratio is 0.95%, holding 61 positions across sectors including Financials, Energy, Information Technology. Inception date: 2012-05-01.

IDIVX performance shows a YTD return of 19.41%. The 1-year return is 26.91% and the 5-year return is 14.92%. IDIVX dividend yield stands at 6.18%, paid monthly.

IDIVX top holdings include Broadcom Inc (5.1%), Chevron Corp (3.9%), Bristol-Myers Squibb Co. (3.6%), Abbvie Inc. (3.5%), Hewlett Packard Enterprise Co (3.0%). Go to all IDIVX holdings, IDIVX sectors, or IDIVX dividends.

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