PDIAX Mutual Fund

PDIAX Mutual Fund (Virtus KAR Equity Income Fund Class A) is managed by Virtus Investment Partners with $131.9M in net assets. PDIAX expense ratio is 1.14%, holding 30 positions across sectors including Information Technology, Industrials. Inception date: 1997-09-25.

PDIAX performance shows a YTD return of 14.42%. The 1-year return is 19.66% and the 5-year return is 8.52%. PDIAX dividend yield stands at 1.17%, paid quarterly.

PDIAX top holdings include Dell Technologies Inc (8.5%), Hewlett Packard Enterprise Co (6.7%), Lam Research Corporation (6.0%), Applied Material (5.0%), Crowdstrike Holdings Inc (4.9%). Go to all PDIAX holdings, PDIAX sectors, or PDIAX dividends.

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