ZDIIX Mutual Fund

ZDIIX Mutual Fund (Zacks Dividend Fund Institutional Class) is managed by Zacks with $130.6M in net assets. ZDIIX expense ratio is 1.06%, holding 75 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2017-01-31.

ZDIIX performance shows a YTD return of 12.80%. The 1-year return is 22.10% and the 5-year return is 10.91%. ZDIIX dividend yield stands at 3.37%, paid quarterly.

ZDIIX top holdings include Caterpillar, Inc. (3.7%), Jpmorgan Chase (3.1%), Exxon Mobil Corp. (3.0%), Parker-Hannifin Corp. (2.8%), Cisco Systems Inc. - Ordinary Shares (2.7%). Go to all ZDIIX holdings, ZDIIX sectors, or ZDIIX dividends.

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