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Morningstar

Guardian Capital Dividend Growth Instl DIVGX

Morningstar Medalist Rating
Medalist Rating as of | See Guardian Investment Hub
  • NAV / 1-Day Return 15.05  /  −0.13 %
  • Total Assets 24.3 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.25%
  • Turnover 7%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 PM GMT+0

Morningstar’s Analysis DIVGX

Will DIVGX outperform in 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.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Guardian Capital Dividend Growth Instl to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
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 44.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

6.47 1.6 Mil
Technology

Microsoft Corp

6.43 1.6 Mil
Technology

Apple Inc

5.63 1.4 Mil
Technology

Costco Wholesale Corp

4.84 1.2 Mil
Consumer Defensive

Accenture PLC Class A

3.66 888,978
Technology

Wolters Kluwer NV ADR

3.47 844,498
Industrials

Novo Nordisk A/S ADR

3.46 840,785
Healthcare

ASML Holding NV ADR

3.40 826,058
Technology

Williams Companies Inc

3.39 824,571
Energy

TotalEnergies SE ADR

3.28 797,800
Energy