Guardian Dividend Growth Fund Quote
| DIVGX Fund | USD 16.88 0.09 0.54% |
Performance4 of 100
| Odds Of DistressLess than 20
|
Guardian Dividend is trading at 16.88 as of the 30th of November 2024; that is 0.54 percent increase since the beginning of the trading day. The fund's open price was 16.79. Guardian Dividend has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Guardian Dividend Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of June 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund invests primarily in a diversified portfolio of equity securities of both U.S. and non-U.S. companies that pay current dividends, including American Depository Receipts . Under normal market conditions, it will invest at least 80 percent of its net assets in such dividend-paying equity securities.. More on Guardian Dividend Growth
Moving together with Guardian Mutual Fund
Moving against Guardian Mutual Fund
Guardian Mutual Fund Highlights
| Fund Concentration | Guardian Funds, Large Blend Funds, Large Blend, Guardian (View all Sectors) |
| Update Date | 30th of September 2024 |
Guardian Dividend Growth [DIVGX] is traded in USA and was established 30th of November 2024. Guardian Dividend is listed under Guardian category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Guardian family. This fund currently has accumulated 13.88 M in assets under management (AUM) with minimum initial investment of 10 K. Guardian Dividend Growth is currently producing year-to-date (YTD) return of 18.12% with the current yeild of 0.01%, while the total return for the last 3 years was 8.59%.
Check Guardian Dividend Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Guardian Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Guardian Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Guardian Dividend Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Guardian Dividend Growth Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| ACN | Accenture plc | Stock | Information Technology | |
| APD | Air Products and | Stock | Materials | |
| AVGO | Broadcom | Stock | Information Technology | |
| COST | Costco Wholesale Corp | Stock | Consumer Staples | |
| DLR | Digital Realty Trust | Stock | Real Estate | |
| LMT | Lockheed Martin | Stock | Industrials | |
| LRCX | Lam Research Corp | Stock | Information Technology |
Guardian Dividend Growth Risk Profiles
| Mean Deviation | 0.4903 | |||
| Semi Deviation | 0.6017 | |||
| Standard Deviation | 0.6058 | |||
| Variance | 0.367 |
Guardian Dividend Against Markets
Other Information on Investing in Guardian Mutual Fund
Guardian Dividend financial ratios help investors to determine whether Guardian Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Guardian with respect to the benefits of owning Guardian Dividend security.
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