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SDIVX Mutual Fund Holdings Information

Holdings Count
20
Total Assets
29.77M
Top 10 Percentage
58.26%
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20 Holdings
20 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Bristol-Myers Squibb Company
7.10%
$2.11M
$118.20B
17.59%
7 Buy
12 Hold
1 Sell
Moderate Buy
Bank of America
6.56%
$1.95M
$389.84B
43.04%
14 Buy
2 Hold
0 Sell
Strong Buy
Chevron
6.29%
$1.87M
$368.97B
36.47%
16 Buy
5 Hold
0 Sell
Strong Buy
Altria
6.27%
$1.87M
$107.70B
10.76%
3 Buy
3 Hold
1 Sell
Moderate Buy
At&t Inc
5.94%
$1.77M
$177.80B
-6.22%
13 Buy
6 Hold
0 Sell
Moderate Buy
Apple Inc
5.82%
$1.73M
$3.91T
35.26%
15 Buy
8 Hold
1 Sell
Moderate Buy
USD_CASH
CITIGROUP INC.
5.26%
$1.56M
Abbvie
5.21%
$1.55M
$368.65B
20.81%
14 Buy
7 Hold
0 Sell
Moderate Buy
British American Tobacco
5.04%
$1.50M
$123.38B
33.77%
Kimberly Clark
4.77%
$1.42M
$32.13B
-31.40%
4 Buy
6 Hold
1 Sell
Moderate Buy
Rows:
10

Sector Breakdown

26.85%Consumer Defensive23.10%Healthcare11.91%Energy11.72%Communication Services11.23%Technology10.02%Financial5.17%Basic Materials26.85%Consumer Defensive
Consumer Defensive
26.85%
Healthcare
23.10%
Energy
11.91%
Communication Services
11.72%
Technology
11.23%
Financial
10.02%
Basic Materials
5.17%

Countries Breakdown

90.85%United States90.85%United States
United States
90.85%

Breakdown By Smart Score

7.94%Outperform1020.01%Outperform913.54%Outperform822.01%Neutral716.28%Neutral65.83%Neutral42.68%Underperform37.01%Underperform24.69%Underperform17
The weighted average smart score of the SDIVX Mutual Fund is 7
10
7.94%
9
20.01%
8
13.54%
7
22.01%
6
16.28%
5
0.00%
4
5.83%
3
2.68%
2
7.01%
1
4.69%

SDIVX Mutual Funds FAQ

What are Mutual Funds SDIVX’s top 3 holdings?
SDIVX’s top 3 holdings are BMY, BAC, CVX.
    What is Mutual Funds SDIVX’s holdings count?
    Mutual Funds SDIVX’s is holdings 20 different assets.
      What are the total assets of Mutual Funds SDIVX?
      Mutual Funds SDIVX’s total assets are 29.77M.
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