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Nasdaq - Delayed Quote USD

Guardian Capital Dividend Growth Instl (DIVGX)

16.33
+0.01
+(0.06%)
At close: 8:00:35 PM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
25
Min Initial Investment, AIP
25
Min Subsequent Investment
2,500
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
0.5

Broker Availability

Fund Summary

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 ("ADRs"). Under normal market conditions, it will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in such dividend-paying equity securities.

Fund Overview

Category World Large-Stock Blend
Fund Family Guardian Capital LP
Net Assets 37.24M
YTD Return 0.38%
Yield 0.99%
Morningstar Rating
Inception Date May 01, 2019

Performance & Risk

YTD Return -2.40%
5y Average Return 12.66%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

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