PDIAX Mutual Fund
PDIAX Mutual Fund
Virtus KAR Equity Income Fund Class A

PDIAX Mutual Fund Overview
PDIAX Mutual Fund (Virtus KAR Equity Income Fund Class A) is managed by Virtus Investment Partners with $138.1M in net assets. PDIAX expense ratio is 1.14%, holding 39 positions across sectors including Unknown, Information Technology, Industrials. Inception date: 1997-09-25.
PDIAX performance shows a YTD return of 12.28%. The 1-year return is 23.42% and the 5-year return is 8.76%. PDIAX dividend yield stands at 6.48%, paid quarterly.
PDIAX top holdings include Fortis Inc Ordinary Shares (5.4%), Zurich Insurance Group Ag (4.5%), Pnc Financial Services Group Inc. (4.3%), Lamar Advertising Co (4.0%), Walmart, Inc. (3.8%). View all PDIAX holdings, sector breakdown, or dividend history.
PDIAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PDIAX alternatives are available via the screener, along with tax-loss harvesting opportunities.