Morningstar

Guardian Capital Dividend Growth Fund Institutional Shares DIVGX

Morningstar Medalist Rating
Medalist Rating as of | See Guardian Capital Investment Hub
  • NAV / 1-Day Return 16.13  /  +0.12 %
  • Total Assets 44.7M
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.71%
  • Turnover 66%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 12:47 AM GMT+0

Morningstar’s Analysis DIVGX

Will DIVGX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DIVGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DIVGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DIVGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Guardian Capital Dividend Growth Instl holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DIVGX

More DIVGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

7.00 3M
Technology

Apple Inc

6.22 3M
Technology

Alphabet Inc Class A

5.15 2M
Communication Services

Microsoft Corp

5.15 2M
Technology

ASML Holding NV ADR

4.99 2M
Technology

Williams Companies Inc

4.75 2M
Energy

AXA SA

4.55 2M
Financial Services

Allianz SE

4.46 2M
Financial Services

Royal Bank of Canada

4.44 2M
Financial Services

Costco Wholesale Corp

4.39 2M
Consumer Defensive

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