DIVGX Mutual Fund
DIVGX Mutual Fund
Guardian Capital Dividend Growth Fund Institutional Class
DIVGX Mutual Fund Overview
DIVGX Mutual Fund (Guardian Capital Dividend Growth Fund Institutional Class) is managed by Guardian Capital LP with $44.9M in net assets. DIVGX expense ratio is 0.95%, holding 41 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2019-05-01.
DIVGX performance shows a YTD return of 9.46%. The 1-year return is 15.95% and the 5-year return is 11.21%. DIVGX dividend yield stands at 24.91%, paid quarterly.
DIVGX top holdings include Broadcom Inc (5.9%), Apple, Inc (5.9%), Microsoft Corp (5.8%), Axa Sa (5.1%), Allianz (5.0%). View all DIVGX holdings, sector breakdown, or dividend history.
DIVGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DIVGX alternatives are available via the screener, along with tax-loss harvesting opportunities.