ADX

Adams Diversified Equity Fund

Mutual Fund
Mutual Fund
Ticker: ADX
ADX

Price

Price

CHART BY

Data

TER

 
0.63%

Fund Volume

 
$3.17B

Asset Class

 
Equity

Distributing

 
Yes

Region

 
North America

Country Based

 
USA

Issuer

 
Adams

Historical dividends and forecast

All dividend data

Adams Diversified Equity Fund has so far distributed $0.95 in 2026. The next dividend will be paid on 28.08.2026


$0.607

CHART BY

Industry Breakdown

  • Semiconductors
    15.95%
  • Packaged Software
    8.79%
  • Internet Software/ Services
    8.75%
  • Telecommunications Equipment
    8.46%
  • Major Pharmaceuticals
    4.88%
  • Investment Trusts/ Mutual Funds
    4.48%
  • Internet Retail
    4.34%
  • Industrial Machinery
    3.94%
  • Major Banks
    3.79%
  • Specialty Stores
    2.24%
  • Electric Utilities
    2.08%
  • Investment Banks/ Brokers
    1.97%
  • Motor Vehicles
    1.68%
  • Finance/ Rental/ Leasing
    1.63%

Sector Breakdown

  • Information Technology
    46.69%
  • Financials
    12.03%
  • Consumer Staples
    9.25%
  • Industrials
    8.56%
  • Health Care
    6.89%
  • Non corporate
    4.48%
  • Consumer Discretionary
    3.47%
  • Utilities
    2.08%
  • Materials
    1.96%
  • Consumer services
    1.79%
  • Energy
    1.49%
  • Business services
    0.97%
  • Communication Services
    0.3%
  • Other
    0.04%

Region Breakdown

  • 🇺🇸

    USA
    98.72%
  • 🇮🇪

    Ireland
    0.98%
  • 🇧🇲

    Bermuda
    0.26%
  • 🏳️

    Other
    0.04%

Pricing

52W span
$22.39$26.60

Information

The fund is actively managed to provide exposure to the US equity space. It holds large-cap stocks, selected using fundamental analysis.

Identifier

Primary Ticker
ADX
Fundamentals & EOD data from FactSet
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