PDIAX Mutual Fund

PDIAX Mutual Fund (Virtus KAR Equity Income Fund Class A) is managed by Virtus Investment Partners with $138.2M in net assets. PDIAX expense ratio is 1.14%, holding 39 positions across sectors including Industrials, Information Technology, 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 8.40%. PDIAX dividend yield stands at 6.54%, paid quarterly.

PDIAX top holdings include Fortis Inc Ordinary Shares (5.4%), Zurich Insurance Group Ag (4.5%), Pnc Financial Services Group Inc. (4.3%), Lamar Advertising Co (4.0%), Walmart, Inc. (3.8%). 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.