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13D Activist A (DDDAX)

15.99
-0.44
(-2.68%)
At close: 8:00:33 PM EDT
Loading Chart for DDDAX
  • Previous Close 16.43
  • YTD Return -10.23%
  • Expense Ratio 1.76%
  • Category Mid-Cap Blend
  • Last Cap Gain 24.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 115.32M
  • Beta (5Y Monthly) 1.02
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 104.00%
  • Last Dividend 0.57
  • Inception Date Dec 28, 2011

The fund invests primarily in common stocks of U.S. companies of any market capitalization that are the target of shareholder activism. The adviser defines an activist as an investor who holds or takes a long position in a company's shares and either (A) has a history of activist investing and/or (B) has publicly disclosed a catalyst for change such as seeking board seats, improving operations and/or corporate governance practices, approving a merger, spinning-off an operating division or selling a significant amount of company assets. It is non-diversified.

13D Activist Fund

Fund Family

Mid-Cap Blend

Fund Category

115.32M

Net Assets

2011-12-28

Inception Date

Performance Overview: DDDAX

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Trailing returns as of 4/8/2025. Category is Mid-Cap Blend.

YTD Return

DDDAX
10.23%
Category
17.04%
 

1-Year Return

DDDAX
12.74%
Category
50.44%
 

3-Year Return

DDDAX
5.47%
Category
13.15%
 

5-Year Return

DDDAX
10.95%
Category
13.75%
 

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Holdings: DDDAX

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Sector Weightings

SectorDDDAX
Industrials   18.06%
Technology   17.33%
Healthcare   11.11%
Utilities   6.92%
Real Estate   3.57%
Energy   0.00%

Recent News: DDDAX

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Research Reports: DDDAX

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