ZDIVX : Zacks Dividend Fund Investor Class

ZDIVX is a US Stocks Market Large Value with HIGH fees.

ZDIVX

Zacks Dividend Fund Investor Class

FI Score

23 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

23% FI Score
  • zdivx
  • Mutual Fund
  • US Stocks
  • Large Value

Zacks Dividend Fund Investor Class

Expenses: 1.30% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation and dividend income. The fund will invest at least 80% of its net assets plus borrowings for investment purposes in equity securities of dividend paying companies organized or headquartered in the United States. Its equity investments include common stock, preferred stock, rights and warrants. The advisor intends to invest the fund's assets in the equity securities of companies that the advisor believes are undervalued based on their earnings, dividends, assets, or other financial measures.

Largest Holdings

Amount Holding
3.26% The Home Depot Inc
2.88% Procter & Gamble Co
2.79% JPMorgan Chase & Co
2.74% Walmart Inc
2.73% Johnson & Johnson
2.63% Verizon Communications Inc
2.47% Crown Castle International Corp
2.32% Intel Corp
2.27% PepsiCo Inc
2.19% Wells Fargo & Co
2.15% Pfizer Inc
2.07% U.S. Bancorp
2.05% AT&T Inc
2.04% Microsoft Corp
2.04% Arthur J. Gallagher & Co
1.98% Chevron Corp
1.94% Philip Morris International Inc
1.91% Ameriprise Financial Inc
1.90% Prudential Financial Inc
1.84% Southern Co
1.84% Merck & Co Inc
1.83% Thomson Reuters Corp
1.83% Cisco Systems Inc
1.79% Medtronic PLC
1.78% Coca-Cola Co

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