DDDIX : 13D Activist Fund Class I

DDDIX is a US Stocks Market Mid-Cap Blend with HIGH fees.

DDDIX

13D Activist Fund Class I

FI Score

25 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

25% FI Score
  • dddix
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

13D Activist Fund Class I

Expenses: 1.50% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation. The fund invests primarily in common stocks of U.S. companies of any market capitalization that are the target of shareholder activism. The adviser defines an activist situation as one where an investor holds more than 5% of a company's shares and either (A) has a history of activist investing and/or (B) has a publicly disclosed catalyst for change such as seeking Board seats, improving operations and/or corporate governance practices, approving a merger, spinning-off an operating division or selling a significant amount of company assets. It is non-diversified.

Largest Holdings

Amount Holding
5.87% Telefonaktiebolaget L M Ericsson ADR Class B
5.71% Box Inc A
5.39% Seagate Technology PLC
5.37% NortonLifeLock Inc
5.11% Papa John's International Inc
5.11% ABB Ltd ADR
4.89% Trinity Industries Inc
4.86% Green Dot Corp Class A
4.85% Medifast Inc
4.38% Cheniere Energy Inc
3.77% Newell Brands Inc
3.62% Magellan Health Inc
3.61% The Howard Hughes Corp
3.56% Olin Corp
3.45% Aramark
3.45% Arconic
3.34% Callaway Golf Co
3.23% The Hain Celestial Group Inc
3.01% GCP Applied Technologies Inc
3.01% Mednax Inc
2.77% SLM Corp
2.44% LKQ Corp
2.19% Ironwood Pharmaceuticals Inc Class A
2.01% Innoviva Inc
1.91% Autoliv Inc

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