SDIVX Mutual Fund
NAV$19.03
TER0.85%
Holdings20
SDIVX Mutual Fund
NAV$19.03
Stock Dividend Fund
TER0.85%
Holdings20
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SDIVX Mutual Fund Overview
SDIVX Mutual Fund (Stock Dividend Fund) is managed by Adams Funds. SDIVX expense ratio is 0.85%, holding 20 positions across sectors including Consumer Staples, Health Care, Energy. Inception date: 2004-12-27.
SDIVX performance shows data across multiple time periods. and the 5-year return is 5.24%.
SDIVX top holdings include Bristol-Myers Squibb Co. (7.1%), Bank Of America Corp. (6.6%), CHEVRON CORP (6.3%), Altria Group Inc Com (6.3%), AT&T Inc. (5.9%). View all SDIVX holdings, sector breakdown, or dividend history.
SDIVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SDIVX alternatives are available via the screener, along with tax-loss harvesting opportunities.