Nasdaq - Delayed Quote USD

Dearborn Partners Rising Dividend Fund (DRDIX)

25.90
-0.05
(-0.19%)
At close: 8:09:09 AM EDT

Investment Information

Min Initial Investment
5,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • Scottrade Load
  • Shareholders Services Group
  • LPL SAM Eligible - 10.24.2024
  • RBC Wealth Management-Advisory Eligible
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • Pershing FundVest NTF
  • Morgan Stanley Consulting Group Advisor
  • Morgan Stanley Select UMA
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • MSWM Brokerage
  • RBC Wealth Management-Wrap Eligible
  • Morgan Stanley Portfolio Management
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Kestra Financial
  • LPL Brokerage Availability - November 2024

Fund Summary

The fund invests at least 80% of its net assets in the equity securities of companies that pay current dividends and that the fund's portfolio managers believe have the potential to increase their dividends with regularity. It will invest primarily in securities of U.S. companies, but may invest up to 20% of its net assets in securities of "foreign issuers."

Fund Overview

Category Large Blend
Fund Family Dearborn Partners
Net Assets 603.68M
YTD Return 1.69%
Yield 0.75%
Morningstar Rating
Inception Date Apr 10, 2013

Performance & Risk

YTD Return 4.14%
5y Average Return 10.74%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

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