ZDIVX Mutual Fund

ZDIVX Mutual Fund (Zacks Dividend Fund Investor Class) is managed by Zacks with $14.5M in net assets. ZDIVX expense ratio is 1.31%, holding 74 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2014-01-31.

ZDIVX performance shows a YTD return of 9.84%. The 1-year return is 19.75% and the 5-year return is 9.56%. ZDIVX dividend yield stands at 3.35%, paid quarterly.

ZDIVX top holdings include Caterpillar, Inc. (3.7%), Jp Morgan Chase & Co (3.1%), Exxon Mobil Corp (3.0%), Parker-hannifin (2.8%), Cisco Systems Inc. - Ordinary Shares (2.7%). View all ZDIVX holdings, sector breakdown, or dividend history.

ZDIVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ZDIVX alternatives are available via the screener, along with tax-loss harvesting opportunities.