ADX : Adams Diversified Equity Fund

ADX is a US Stocks Market Large Growth with LOW fees.

ADX

Adams Diversified Equity Fund

FI Score

77 /100

Expense Ratio Rating

8 /10

Expense Rating

4 /10

Market Score

10 /10

Category Score

8 /10

Market Size

10 /10

77% FI Score
  • adx
  • Mutual Fund
  • US Stocks
  • Large Growth

Adams Diversified Equity Fund

Expenses: 0.65% (Better than 1% of similar funds)

This is an OK choice for a Large Growth US Stocks fund. See why »

Fund Summary

Largest Holdings

Amount Holding
7.09% Microsoft Corp
4.67% Apple Inc
4.61% Amazon.com Inc
3.00% Alphabet Inc A
2.16% UnitedHealth Group Inc
2.14% Visa Inc Class A
2.06% JPMorgan Chase & Co
1.71% Honeywell International Inc
1.67% Thermo Fisher Scientific Inc
1.67% Coca-Cola Co
1.65% Johnson & Johnson
1.54% AbbVie Inc
1.50% Bank of America Corp
1.49% Facebook Inc A
1.46% Mastercard Inc A
1.44% Comcast Corp Class A
1.43% SPDR® S&P 500 ETF Trust
1.40% Merck & Co Inc
1.37% NextEra Energy Inc
1.33% Adobe Inc
1.31% Union Pacific Corp
1.27% L3Harris Technologies Inc
1.26% Medtronic PLC
1.24% Nike Inc B
1.24% Berkshire Hathaway Inc B

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo