13D Activist Fund Class I (DDDIX) Research

This fund primarily allocates capital to common equity securities of U.S. corporations, encompassing those of any market capitalization, which are currently subject to shareholder activism. The advisor defines an activist as any investor holding more than a 5% stake in a company who either possesses a documented history of activist strategies, or has openly articulated specific objectives for transformation. These objectives might include, but are not limited to, seeking board representation, enhancing operational performance or corporate governance, advocating for a merger, divesting a business segment, or initiating the sale of substantial company holdings. The fund maintains a non-diversified investment approach.

Market snapshot

Symbol
DDDIX
Price
$26.56
Day change
+0.04%
Market cap
$113.0M
52-week range
19.3-26.92
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Beacon Balanced Fund R5 Class (AADBX)
  • ProFunds Biotechnology UltraSector Fund Service Class (BIPSX)
  • AB Cap Fund, Inc. - AB Concentrated International Growth Portfolio - ADV (CIGYX)
  • Government Street Equity (GVEQX)
  • ICON Natural Resources & Infrastructure Fund Investor (ICBAX)
  • Dynamic U.S. Opportunity Fund - Class I (ICSIX)
  • Dynamic U.S. Opportunity Fund - Class N (ICSNX)
  • Nuance Concentrated Value Fund Institutional Class (NCVLX)

Open 13D Activist Fund Class I (DDDIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.