Dearborn Partners Rising Fund Quote
| DRDIX Fund | USD 24.96 0.02 0.08% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Dearborn Partners is trading at 24.96 as of the 2nd of January 2025; that is 0.08 percent up since the beginning of the trading day. The fund's open price was 24.94. Dearborn Partners has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 13th of January 2023 and ending today, the 2nd of January 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in the equity securities of companies that pay current dividends and that the funds portfolio managers believe have the potential to increase their dividends with regularity. It will invest primarily in securities of U.S. More on Dearborn Partners Rising
Moving together with Dearborn Mutual Fund
Dearborn Mutual Fund Highlights
| Fund Concentration | Dearborn Partners Funds, Large Blend Funds, Large Blend, Dearborn Partners (View all Sectors) |
| Update Date | 31st of December 2024 |
Dearborn Partners Rising [DRDIX] is traded in USA and was established 2nd of January 2025. Dearborn Partners is listed under Dearborn Partners category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Dearborn Partners family. This fund currently has accumulated 212.1 M in assets under management (AUM) with minimum initial investment of 500 K. Dearborn Partners Rising is currently producing year-to-date (YTD) return of 14.35% with the current yeild of 0.01%, while the total return for the last 3 years was 5.01%.
Check Dearborn Partners Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dearborn Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dearborn Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dearborn Partners Rising Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Dearborn Partners Rising Mutual Fund Constituents
| WSO | Watsco Inc | Stock | Industrials | |
| NEE | Nextera Energy | Stock | Utilities | |
| DLR | Digital Realty Trust | Stock | Real Estate | |
| AIZ | Assurant | Stock | Financials | |
| CASY | Caseys General Stores | Stock | Consumer Staples | |
| JKHY | Jack Henry Associates | Stock | Financials | |
| LEG | Leggett Platt Incorporated | Stock | Consumer Discretionary | |
| OKE | ONEOK Inc | Stock | Energy |
Dearborn Partners Rising Risk Profiles
| Mean Deviation | 0.4694 | |||
| Standard Deviation | 0.6376 | |||
| Variance | 0.4066 | |||
| Risk Adjusted Performance | (0.03) |
Dearborn Partners Against Markets
Other Information on Investing in Dearborn Mutual Fund
Dearborn Partners financial ratios help investors to determine whether Dearborn Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dearborn with respect to the benefits of owning Dearborn Partners security.
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