ADX

Adams Diversified Equity Fund

Mutual Fund
Mutual Fund
Ticker: ADX
ADX

Price

Price

CHART BY

Data

TER

 
0.63%

Fund Volume

 
$3.25B

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 $0.47 in 2026. The next dividend will be paid on 29.05.2026


$0.607

CHART BY

Industry Breakdown

  • Semiconductors
    14.69%
  • Internet Software/ Services
    9.26%
  • Packaged Software
    7.82%
  • Telecommunications Equipment
    7.59%
  • Investment Trusts/ Mutual Funds
    4.81%
  • Major Pharmaceuticals
    4.74%
  • Internet Retail
    4.47%
  • Major Banks
    4.15%
  • Industrial Machinery
    3.89%
  • Specialty Stores
    2.58%
  • Electric Utilities
    2.38%
  • Investment Banks/ Brokers
    2%
  • Finance/ Rental/ Leasing
    1.74%
  • Electrical Products
    1.58%

Sector Breakdown

  • Information Technology
    43.74%
  • Financials
    12.82%
  • Consumer Staples
    9.81%
  • Industrials
    9.31%
  • Health Care
    6.83%
  • Non corporate
    4.81%
  • Consumer Discretionary
    3.48%
  • Utilities
    2.38%
  • Materials
    1.92%
  • Consumer services
    1.9%
  • Energy
    1.66%
  • Business services
    0.97%
  • Communication Services
    0.33%
  • Other
    0.04%

Region Breakdown

  • 🇺🇸

    USA
    98.53%
  • 🇮🇪

    Ireland
    1.13%
  • 🇧🇲

    Bermuda
    0.3%
  • 🏳️

    Other
    0.04%

Pricing

52W span
$21.77$26.22

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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