DRDIX Mutual Fund

DRDIX Mutual Fund (Dearborn Partners Rising Dividend Fund Class I) is managed by Dearborn Partners with $230.2M in net assets. DRDIX expense ratio is 0.95%, holding 54 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2013-04-10.

DRDIX performance shows a YTD return of -0.53%. The 1-year return is -4.50% and the 5-year return is 5.66%. DRDIX dividend yield stands at 0.86%, paid quarterly.

DRDIX top holdings include Apple, Inc (7.6%), Microsoft Corp (6.0%), Nvidia Corp (3.5%), Caseys General (3.5%), Atmos Energy Corp (3.0%). Go to all DRDIX holdings, DRDIX sectors, or DRDIX dividends.

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