Integrity Dividend Harvest Fund Class A (IDIVX) Research

The Integrity Dividend Harvest Fund Class A typically dedicates a minimum of 80% of its total investment capital (its net assets plus any borrowed funds) to income-generating equity securities, encompassing both common and preferred stocks. A cornerstone of its investment approach is to commit at least 65% of its net assets to companies that have a proven track record of consistently increasing their dividends for a period of at least ten years. Additionally, the fund has the flexibility to allocate up to 30% of its net assets to foreign equity securities.

Market snapshot

Symbol
IDIVX
Price
$22.83
Day change
+0.13%
Market cap
$739.3M
52-week range
18.76-23.21
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Non-U.S. Intrinsic Value Fund Investor Class (ANTUX)
  • Columbia International Div Inc A (CSVAX)
  • Diamond Hill All Cap Select Fund Class I (DHLTX)
  • Leuthold Core Investment Fund Class Institutional (LCRIX)
  • Virtus NFJ Mid Cap Value Fund Class A (PQNAX)
  • Virtus NFJ Mid Cap Value Fund Institutional Class (PRNIX)
  • SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I (SEVIX)
  • SEI Institutional Managed Trust U.S. Managed Volatility Fund (SUSYX)

Open Integrity Dividend Harvest Fund Class A (IDIVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.