DIVGX Mutual Fund

DIVGX Mutual Fund (Guardian Capital Dividend Growth Fund Institutional Class) is managed by Guardian Capital LP with $40.1M in net assets. DIVGX expense ratio is 0.95%, holding 42 positions across sectors including Information Technology, Energy, Financials. Inception date: 2019-05-01.

DIVGX performance shows a YTD return of 11.76%. The 1-year return is 16.79% and the 5-year return is 11.04%. DIVGX dividend yield stands at 24.29%, paid quarterly.

DIVGX top holdings include Apple, Inc (6.1%), Broadcom Inc (5.6%), Microsoft Corp (5.6%), Allianz (5.0%), Asml Holding Nv Unsponsored Adr Ordinary Shares (5.0%). Go to all DIVGX holdings, DIVGX sectors, or DIVGX dividends.

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