ZDIVX Mutual Fund

ZDIVX Mutual Fund (Zacks Dividend Fund Investor Class) is managed by Zacks with $14.6M in net assets. ZDIVX expense ratio is 1.31%, holding 75 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2014-01-31.

ZDIVX performance shows a YTD return of 12.62%. The 1-year return is 21.79% and the 5-year return is 10.91%. ZDIVX dividend yield stands at 3.27%, paid quarterly.

ZDIVX 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 ZDIVX holdings, ZDIVX sectors, or ZDIVX dividends.

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