SDIVX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Stock Dividend (SDIVX) Ownership - Who owns Stock Dividend?

The investment seeks growth and income... Show more

Category: #Large Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

SDIVX

Net Assets

N/A

Fund Existence

over 20 years

Turnover

3.74

Total Expense Ratio

0.85

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

100000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.85

Assets in Top Ten Holdings

17.1M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

N/A

Fund Type

OpenEnd

Index Fund

Management Fee

0.85

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

22.00

Number of Net Holdings

23.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

58.27%

Gain YTD

7.289

Annual Yield % from dividends

4.15

Returns for 1 year

12.73

Returns for 3 years

6.77

Returns for 5 years

68.26

Returns for 10 years

54.93

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Category LargeValue

Profile

Fundamentals

Details