PDIAX Mutual Fund

PDIAX Mutual Fund (Virtus KAR Equity Income Fund Class A) is managed by Virtus Investment Partners with $133.7M in net assets. PDIAX expense ratio is 1.14%, holding 39 positions across sectors including Information Technology, Industrials, Financials. Inception date: 1997-09-25.

PDIAX performance shows a YTD return of 13.43%. The 1-year return is 18.41% and the 5-year return is 7.84%. PDIAX dividend yield stands at 6.54%, paid quarterly.

PDIAX top holdings include Fortis Inc (5.0%), Zurich Financial Services Registered Shares (4.9%), Applied Materials, Inc. (4.7%), Pnc Financial Services Group Inc. (4.7%), Lamar Advertising Co (4.5%). 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.