ICRDX Rating, Research - Dividend Growth Trust Rising Div Gr A

Dividend Growth Trust Rising Div Gr A (icrdx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 78

Threats + Weaknesses = 51

When strengths & opportunities substantially exceed threats & weaknesses an investment in the icrdx mutual fund has great long term potential.

Fund Management Team

Dividend Growth Trust Funds

Fund Description Update

Dividend Growth Trust Rising Div Gr A (ICRDX) Description: ICRDX is a mutual fund, which is an investment that owns a basket of assets. The ICRDX mutual fund was provided by Dividend Growth Trust and this investment vehicle derives the majority of its value from equity holdings (stocks). Dividend Growth Trusts mutual fund has a medium management tenure and is in the small fund size classification. ICRDXs minimum initial investment amount is $5000 while the IRA minimum is $1000. ICRDXs expense ratio is roughly 2%. The latest ICRDXs front end load was 6% and the back end load was 0%. The Dividend Growth Trust Rising Div Gr A (ICRDX) mutual fund falls under the large-cap mixed category. ICRDX focuses its investments in USA and ICRDX is not affiliated with a particular industry or fund sector. The Dividend Growth Trust Rising Div Gr A (ICRDX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ICRDXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ICRDXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests primarily in common stock of U.S. companies listed in the Russell 3000® Index that measures the performance of the 3000 largest U.S. companies by market capitalization representing approximately 98% of the investable domestic equity market. It may also invest in derivatives, such as options or futures.

Management Analysis Update

Dividend Growth Trust Rising Div Gr A's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update