Adams Diversified Equity Fund
About: Adams Diversified Equity Fund Inc is a diversified investment company. It is an internally managed closed-end fund whose investment objectives are the preservation of capital, the attainment of reasonable income from investments, and an opportunity for capital appreciation. It invests a majority of its assets in very liquid S&P 500 stocks, and has broad flexibility in the selection of stocks, but maintains a sector neutral approach. The fund has a diversified equity portfolio which consists of securities of companies from energy, consumer staples, information technology, financials, and other sectors.
0
Funds holding %
of 7,398 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
216% more capital invested
Capital invested by funds: $552M [Q3] → $1.75B (+$1.19B) [Q4]
200% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 8
131% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 32
7% more funds holding
Funds holding: 168 [Q3] → 180 (+12) [Q4]
2.66% more ownership
Funds ownership: 20.72% [Q3] → 23.38% (+2.66%) [Q4]
14% less funds holding in top 10
Funds holding in top 10: 7 [Q3] → 6 (-1) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for ADX.
Financial journalist opinion
Based on 4 articles about ADX published over the past 30 days
Neutral
Seeking Alpha
1 week ago
ADX: Tech Tilt Exposure With Telling Income And Limited Price Volatility
Adams Diversified Equity Fund offers large cap and tech stock exposure with an 8% of NAV annual distribution yield, combining capital appreciation with consistent income for investors. The fund's diversified, yet tech tilted portfolio includes notable holdings, including Apple, Microsoft, and NVIDIA, while also covering financial, consumer, health care, and communication sectors. ADX displayed a superior 10-year Sharpe Ratio and less volatility compared to SPY, though it may be more sensitive in tail risk events.
Positive
Seeking Alpha
1 week ago
5 Best CEFs This Month For Yields Up To 14%
For income investors, closed-end funds remain an attractive investment class that covers various asset classes and promises high distributions and reasonable total returns. Closed-end funds, or CEFs, are generally characterized by higher volatility and deeper drawdowns than the broader market. For these reasons, they are not suited for everyone. In this monthly series, we highlight five CEFs with solid track records that pay high distributions and offer "excess" discounts. We try to separate the wheat from the chaff using our filtering process to select just five CEFs every month from around 500 closed-end funds.
Neutral
Seeking Alpha
1 week ago
Should You Invest $100,000 In Today's Market?
The market is experiencing a correction, with a potential bear market looming, making gradual investment over 3-6 months advisable for long-term investors. Understanding personal risk tolerance is crucial before investing, as it dictates how one handles market downturns and portfolio drawdowns. The article presents three different investment strategies. We are going to discuss how strategically you can deploy your capital on a gradual basis.
Neutral
Seeking Alpha
3 weeks ago
Forget Growth: 5 Big Safe Yields Worth Considering
The stock market has been ugly (particularly growth stocks), and it could get much worse. Thankfully, however, there is another way. Income investing focuses on big, steady dividend and interest payments, thereby allowing investors to worry far less about price volatility (as long as those big income payments keep coming in). This report shares 5 big safe yield strategies (including a variety of top income ideas), and then concludes with an important takeaway about succeeding in this market.
Positive
Seeking Alpha
1 month ago
2 Must-Have Income Picks In Wealth Accumulation Phase
Income-oriented investors, who are in a wealth accumulation phase or simply want to maximize the growth factor, usually face a dilemma. The dilemma is between tangible yield and growth. Usually, it is either or. Either you lock in a high yield with limited growth, or vice versa.
Positive
Seeking Alpha
1 month ago
5 Best CEFs This Month: Average Yield Of 10% (February 2025)
For income investors, closed-end funds remain an attractive investment class that covers various asset classes and promises high distributions and reasonable total returns. Closed-end funds, or CEFs, are generally characterized by higher volatility and deeper drawdowns than the broader market. For these reasons, they are not suited for everyone. In this monthly series, we highlight five CEFs with solid track records that pay high distributions and offer "excess" discounts. We try to separate the wheat from the chaff using our filtering process to select just five CEFs every month from around 500 closed-end funds.
Positive
Seeking Alpha
1 month ago
ADX: A Story Of High Yields And Outperformance
Adams Diversified Equity Fund boasts a high yield of 9% and has outperformed the S&P 500 over multiple timeframes, making it a strong income-focused investment. ADX's managed distribution policy ensures at least 8% annual distribution, with recent years seeing double-digit yields, primarily funded through long-term capital gains. The fund's concentrated holdings in large-cap stocks, including the Magnificent Seven, pose both significant upside potential and concentration risk.
Positive
Seeking Alpha
2 months ago
5 Best CEFs This Month For Nearly 10% Yield (January 2025)
For income investors, closed-end funds, or CEFs, remain an attractive investment class that covers various asset classes and promises high distributions and reasonable total returns. CEFs are generally characterized by higher volatility and deeper draw-downs than the broader market. For these reasons, they are not suited for everyone. In this monthly series, we highlight five CEFs with solid track records that pay high distributions and offer “excess” discounts. We try to separate the wheat from the chaff using our filtering process to select just five CEFs every month from around 500 closed-end funds.
Positive
Seeking Alpha
2 months ago
2 Unorthodox High Yield Picks For Your Retirement Portfolio
60/40 or quality bond and stock portfolios present suboptimal ways to secure high and durable passive income. While the durability component is fine, when it comes to tangible current income streams, things become less attractive. My approach to solve this is to invest in BDCs, REITs and MLPs.
Positive
Seeking Alpha
2 months ago
Where I'd Invest $500,000 Today, For My Retirement Income
Starting a new investing method? Let's see how I would start building my income portfolio from the ground up. Income is a massive priority – capital preservation and growth are key as well. We dig into different sectors and our outlook on their future.
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