Adams Diversified Equity Fund

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About ADX

Adams Diversified Equity Fund, Inc. is a closed-end mutual fund. It engages in generating long-term capital appreciation. 

Category
Large Blend
CategoryLarge Blend
Number of holdings
90
Number of holdings90
Inception Date
Oct 1, 1929
Inception DateOct 1, 1929

What's in this fund

Sectors

As of December 31, 2025
Technology35.18%
Financial Services13.49%
Communication Services10.67%
Consumer Cyclical9.85%
Healthcare9.68%
Industrials7.86%
Consumer Defensive4.85%
Energy2.82%
Utilities2.20%
Real Estate1.92%
Basic Materials1.48%

ADX Key Statistics

AUM
2.99B
AUM2.99B
Price-Earnings ratio
5.93
Price-Earnings ratio5.93
30-Day yield
30-Day yield
Average volume
234.15K
Average volume234.15K
High today
$23.15
High today$23.15
Low today
$22.80
Low today$22.80
Open price
$23.00
Open price$23.00
Volume
369.71K
Volume369.71K
52 Week high
$23.85
52 Week high$23.85
52 Week low
$16.50
52 Week low$16.50
Expense ratio
0.59
Expense ratio0.59

ADX News

Simply Wall St 3d
Adams Diversified Equity Fund Valuation After 2025 Earnings Spark Fresh Investor Attention

Adams Diversified Equity Fund (ADX) has drawn fresh attention after reporting full year 2025 results, with revenue of US$32.79 million and net income of US$480....

Adams Diversified Equity Fund Valuation After 2025 Earnings Spark Fresh Investor Attention
Simply Wall St 7d
Strong 2025 Earnings And AI-Focused Board Appointment Could Be A Game Changer For Adams Diversified Equity Fund

Adams Diversified Equity Fund, Inc. reported full-year 2025 results, with revenue of US$32.79 million and net income of US$480.65 million, and its Boards also e...

Strong 2025 Earnings And AI-Focused Board Appointment Could Be A Game Changer For Adams Diversified Equity Fund

Average Annual Return

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All investments involve risks, including the loss of principal. Performance data represents past performance and is no guarantee of future results. Investment returns and principal value will fluctuate and are subject to market volatility. An investment, when sold, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted. Options are risky and aren’t suitable for all investors. To learn more about risks, read the Options Disclosure Document.