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Adams Diversified Equity Fund
ADX

$20.58
0.72%
 

About: Adams Diversified Equity Fund Inc is a diversified investment company. It is an internally-managed closed-end fund. The investment objectives of the company are the preservation of capital, the attainment of reasonable income from investments, and an opportunity for capital appreciation. It has a diversified equity portfolio which consists of securities of companies from Energy, Consumer Staples, Information Technology, Financials and other sectors.

0
Funds holding %
of 6,665 funds
Analysts bullish %
0
News positive %
of 3 articles

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

14% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 43

10% more capital invested

Capital invested by funds: $576M [Q4 2023] → $633M (+$56.8M) [Q1 2024]

0.77% less ownership

Funds ownership: 27.01% [Q4 2023] → 26.24% (-0.77%) [Q1 2024]

3% less funds holding

Funds holding: 154 [Q4 2023] → 150 (-4) [Q1 2024]

14% less funds holding in top 10

Funds holding in top 10: 7 [Q4 2023] → 6 (-1) [Q1 2024]

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

Research analyst outlook

We haven’t received any recent analyst ratings for ADX.

Financial journalist opinion

Based on 3 articles about ADX published over the past 30 days