ZDIIX Mutual Fund

ZDIIX Mutual Fund (Zacks Dividend Fund Institutional Class) is managed by Zacks with $137.2M in net assets. ZDIIX expense ratio is 1.06%, holding 77 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2017-01-31.

ZDIIX performance shows a YTD return of 15.27%. The 1-year return is 19.99% and the 5-year return is 10.50%. ZDIIX dividend yield stands at 1.51%, paid quarterly.

ZDIIX top holdings include JPMorgan Chase & Co (3.5%), ExxonMobil Holdings Corp (3.2%), Parker-Hannifin Corp. (3.1%), Johnson & Johnson - Common (2.8%), Cisco Systems Inc. - Ordinary Shares (2.4%). 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.