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Adams Diversified Equity Fund

ADX

Market cap $3.23B

25.88 USD

-0.02

0.08%

At close Updated Oct 29, 4:00 PM EDT

Pre-market

After hours

25.81

-0.07

0.27%

1 day

-0.08%

5 days

1.65%

1 month

0.66%

3 months

5.33%

6 months

8.74%

Year to date

11.31%

1 year

12.03%

5 years

22.02%

10 years

102.5%

About: 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.

Financials Asset Management

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 37.5%

Neutral 50%

Negative 12.5%

The Best CEF For You

Closed-end equity funds provide diversified market exposure while trading at fluctuating premiums and discounts. Adams Diversified Equity Fund has outperformed recently due to heavy concentration in mega-cap technology stocks. Concentrated growth funds frequently run ahead during market rallies before suffering severe long-term valuation resets.

The Best CEF For You

2 Covered Call ETFs To Shield Your Income From An AI Crash

Many income investors are more exposed to the AI trade than they realize, often through holdings that look "safe." The usual objection that de-risking means giving up attractive dividends doesn't hold up. Two covered call ETFs that I discuss in this piece barely moved during last week's AI sell-off, and the reason is in how they are built.

2 Covered Call ETFs To Shield Your Income From An AI Crash

Making Of An 8-Fund Retiree Portfolio: $5,000 Monthly Income Potentially

We expand a simple 3-ETF retirement portfolio into 6- and 8-fund models for higher diversification, income, and decent growth. The 8-fund portfolio targets a nearly 6% yield and market-matching annualized returns, high income, inflation protection, and capital preservation. Added exposure to real estate, gold, and technology reduces sector concentration and enhances long-term inflation protection.

Making Of An 8-Fund Retiree Portfolio: $5,000 Monthly Income Potentially

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

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

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

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

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

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

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

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