SDIVX Stock Dividend Fund

This is an open ended mutual fund. The investment seeks growth and income. The fund invests primarily in dividend paying common stocks that generally have investment grade credit ratings on outstanding debt, a long history of dividend payments (at least ten years), minimum ratios of expected earnings to dividend strength, and expectation by the Advisor that the dividend may be increased in the future. It will invest at least 80% of its net assets in larger capitalization dividend paying common stocks of U.S. issuers and the advisor intends to be as fully invested as possible at all times. The fund is non-diversified.

As of 08/04/2021

Mutual Fund Information
Sponsor:     Adams Fund Group
Category1:  US Equity
Category2:  Broad market
Category3:  Large cap
Morningstar category:  Large Value
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     08/04/2021
Market cap:     $0
Current yield:     2.54%
Fees:     0.0000%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
Investment style: Actively managed

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