Advertisement
Skip to Content

Integrity Dividend Harvest A IDIVX

Quantitative rating as of
  • NAV / 1-Day Return 16.54  /  0.12 %
  • Total Assets 308.5 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.02%
  • Turnover 15%

Morningstar’s Analysis IDIVX

Will IDIVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

|

Integrity Dividend Harvest A earns a Morningstar Quantitative Rating of Neutral on the basis of subpar People and Parent Pillar ratings. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

Unlock our full analysis with Morningstar Investor