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abrdn Dynamic Dividend Instl (ADVDX)

4.1600
+0.0100
+(0.24%)
At close: 4:43:52 PM EDT
Loading Chart for ADVDX
  • Previous Close 4.1500
  • YTD Return 1.38%
  • Expense Ratio 1.25%
  • Category World Large-Stock Value
  • Last Cap Gain 24.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 91.66M
  • Beta (5Y Monthly) 0.89
  • Yield 5.59%
  • 5y Average Return --
  • Holdings Turnover 75.00%
  • Last Dividend 0.06
  • Inception Date Sep 22, 2003

Under normal circumstances, the fund invests at least 80% of its net assets in the equity securities of certain domestic and foreign corporations that pay dividend income that the advisor believes are undervalued relative to the market and to the securities historic valuations.

Aberdeen

Fund Family

World Large-Stock Value

Fund Category

91.66M

Net Assets

2003-09-22

Inception Date

Performance Overview: ADVDX

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Trailing returns as of 4/14/2025. Category is World Large-Stock Value.

YTD Return

ADVDX
1.38%
Category
14.38%
 

1-Year Return

ADVDX
5.17%
Category
39.50%
 

3-Year Return

ADVDX
3.98%
Category
9.11%
 

5-Year Return

ADVDX
12.58%
Category
10.10%
 

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Holdings: ADVDX

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Sector Weightings

SectorADVDX
Technology   24.44%
Healthcare   10.82%
Industrials   7.06%
Utilities   5.76%
Energy   4.48%
Real Estate   2.86%

Recent News: ADVDX

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Research Reports: ADVDX

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