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Adams Diversified Equity Fund

ADX

時価総額 $31.9億

25.53 USD

-0.26

1.01%

終値時点更新済み 10月16日 16:00 EDT

プレマーケット

時間外取引

25.55

+0.02

0.08%

1日

-1.01%

5日間

-2.48%

1か月

0.75%

3か月

-2.56%

6か月

7.31%

年初来

9.81%

1年

13.42%

5年間

24.11%

10年間

97.91%

概要： Adams Diversified Equity Fund Inc is a diversified investment company. It is an internally managed closed-end fund whose investment objectives are the preservation of capital, the attainment of reasonable income from investments, and an opportunity for capital appreciation. It invests a majority of its assets in very liquid S&P 500 stocks, and has broad flexibility in the selection of stocks, but maintains a sector-neutral approach. The fund has a diversified equity portfolio that consists of securities of companies from energy, consumer staples, information technology, financials, and other sectors.

金融資産運用

ニュース

ポジティブ

ニュートラル

ネガティブ

センチメント 3か月間

ポジティブ 31.3%

ニュートラル 56.3%

ネガティブ 12.5%

ニュートラル

Adams Diversified Equity Fund Reports Nine Month Results

BALTIMORE, Oct. 15, 2026 (GLOBE NEWSWIRE) -- Adams Diversified Equity Fund, Inc. (NYSE: ADX) today announced the Fund's investment returns for the first nine months of 2026. The total return on the Fund's net asset value for the first nine months of 2026 was 12.9%, with dividends and capital gains reinvested. This compared to 12.8% and 11.5% total return for the S&P 500 Index and the Morningstar U.S. Large Blend category, respectively. The total return on the Fund's market price for the period was 16.6%.

Adams Diversified Equity Fund Reports Nine Month Results

ポジティブ

My Top Pick Income Fund Beats These 6 Others: ADX

Adams Diversified Equity Fund offers retirees a compelling blend of recurring income and capital preservation, outperforming many popular income-focused CEFs. ADX's portfolio is concentrated in top-performing tech names, enabling strong total returns and a 7.7% yield, even as many peers struggle with NAV erosion. The fund's long-term NAV growth—184.3% since inception—contrasts sharply with persistent NAV declines in other high-yield CEFs.

My Top Pick Income Fund Beats These 6 Others: ADX

ニュートラル

How To Potentially Retire In Your 40s

Not everyone wants to or needs to retire early. After all, a 9-5 day job brings steady income, a sense of purpose and discipline, and keeps one engaged in physical and mental activity. Still, one size does not fit all. There would be many folks who like the idea of retiring from a 9-5 job in their 40s or early 50s and pursuing something they have always dreamt about. We will discuss what it really takes to retire early and how to go about investing for early retirement, also known as FIRE (Financially Independent Retire Early).

How To Potentially Retire In Your 40s

ネガティブ

STEW Vs. ADX: Why I'd Rather Take The 8% Yield

SRH Total Return Fund remains underwhelming, with a 1.6% total return despite a market rally and a persistent 22.84% NAV discount. STEW's heavy Berkshire allocation and minimal technology exposure limit upside in an AI-driven market, risking continued underperformance versus SPY and ADX. ADX offers a compelling alternative, boasting a higher yield (~8%), significant tech exposure, and 392.3% total return over the last decade versus STEW's 209.3%.

STEW Vs. ADX: Why I'd Rather Take The 8% Yield

ニュートラル

ADX and Its Listed Companies Connect with International Capital at Global Investor Roadshow in New York

ABU DHABI, United Arab Emirates--(BUSINESS WIRE)--ADX and Its Listed Companies Connect with International Capital at Global Investor Roadshow in New York.

ADX and Its Listed Companies Connect with International Capital at Global Investor Roadshow in New York

ニュートラル

My Income Portfolio: The Knight's Move

Inspired by the horse race in the 2026 Palio di Siena, I made a financial move that I hope will be just as clever as the knight's move in chess. I decided to close out two positions in my Cupolone portfolio that I wasn't entirely convinced about, raising cash to reinvest when the opportunity arises. The purpose of this move is to use this liquidity in securities with better overall NAV performance and a greater likelihood of long-term success.

My Income Portfolio: The Knight's Move

ポジティブ

8-13% Yielding Funds To Buy To Potentially Beat The Market

Most publicly traded funds struggle to beat their benchmarks. However, there are some rare exceptions. We detail some that combine high yields with exemplary total return track records.

8-13% Yielding Funds To Buy To Potentially Beat The Market

ニュートラル

ADX: The 8% Payout Is Not What Worries Me

Adams Diversified Equity Fund is rated HOLD due to a historically narrow 1.75% discount, limiting upside for new buyers. ADX's 2024 managed-distribution policy is supported by portfolio returns, with 91% of payouts from long-term capital gains and NAV rising despite distributions. The portfolio closely tracks the S&P 500 sector weights but is more actively managed, with 68.1% turnover and selective stock overweights.

ADX: The 8% Payout Is Not What Worries Me

ニュートラル

How To Invest $100,000 In A Retiree's SWAN Income Portfolio

The bull market that started in 2022 still continues, making the market somewhat overvalued, and we recommend proven strategies over investing in what is popular. A SWAN (Sleep Well At Night) income portfolio aims for consistent income, growth, and lower volatility through diversification and strategic planning, especially suited for income investors and retirees. We provide a framework for a long-term portfolio with multiple buckets that is flexible to suit individual needs, limitations, and preferences.

How To Invest $100,000 In A Retiree's SWAN Income Portfolio

ネガティブ

ADX: My Preferred Income Play In An Overpriced Market

Income investors tend to be underweight large-cap growth factor, including the lucrative AI world. One way this gets addressed is via covered call funds, which come with certain risks and negatives. ADX can offer a more complete solution.

ADX: My Preferred Income Play In An Overpriced Market

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