Stock Dividend's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 27.59 / 0.68 %
- Total Assets 28.3 Mil
Adj. Expense Ratio
- Expense Ratio 0.850%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 5.06%
- Turnover 38%
Morningstar’s Analysis SDIVX
Will SDIVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.