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STOCKS
SPY
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AMZN
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IDARX
Delaware Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class R
Analysis
Analyst Forecasts
Holdings
Technical Analysis
Performance
Similar Mutual Funds

IDARX Mutual Fund Holdings Information

Holdings Count
168
Total Assets
38.49M
Top 10 Percentage
16.70%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
168 Holdings
168 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
JPM
JPMorgan Chase & Co.
2.80%
$1.06M
―
$764.25B
40.09%
14 Buy
7 Hold
0 Sell
Moderate Buy
―
CVX
Chevron
2.26%
$857.32K
―
$261.17B
-3.69%
10 Buy
6 Hold
2 Sell
Moderate Buy
―
JNJ
Johnson & Johnson
1.83%
$694.77K
―
$360.41B
0.70%
7 Buy
8 Hold
0 Sell
Moderate Buy
―
PG
Procter & Gamble Company
1.62%
$615.41K
―
$372.97B
-5.46%
11 Buy
9 Hold
0 Sell
Moderate Buy
―
COP
Conocophillips
1.54%
$584.60K
―
$119.54B
-14.95%
16 Buy
2 Hold
0 Sell
Strong Buy
―
MRK
Merck & Company
1.45%
$551.02K
―
$198.52B
-39.52%
9 Buy
7 Hold
1 Sell
Moderate Buy
―
GE
Ge Aerospace
1.37%
$519.39K
―
$255.26B
45.74%
12 Buy
1 Hold
0 Sell
Strong Buy
―
SPGI
S&P Global
1.34%
$509.26K
―
$154.64B
14.79%
17 Buy
0 Hold
0 Sell
Strong Buy
―
BLK
BlackRock Inc.
1.27%
$484.38K
―
$150.97B
23.72%
11 Buy
2 Hold
0 Sell
Strong Buy
―
BAC
Bank of America
1.23%
$466.76K
―
$342.70B
15.22%
18 Buy
2 Hold
0 Sell
Strong Buy
―
Rows:
10

Sector Breakdown

22.99%Financial15.31%Healthcare14.33%Industrials10.05%Technology6.98%Consumer Defensive6.82%Energy5.55%Consumer Cyclical4.88%Communication Services4.69%Real Estate4.45%Utilities3.96%Basic Materials22.99%Financial
Financial
22.99%
Healthcare
15.31%
Industrials
14.33%
Technology
10.05%
Consumer Defensive
6.98%
Energy
6.82%
Consumer Cyclical
5.55%
Communication Services
4.88%
Real Estate
4.69%
Utilities
4.45%
Basic Materials
3.96%

Countries Breakdown

98.63%United States98.63%United States
United States
98.63%

Breakdown By Smart Score

7.64%Outperform1016.79%Outperform911.59%Outperform818.52%Neutral716.11%Neutral614.04%Neutral54.50%Neutral44.51%Underperform35.01%Underperform21.29%Underperform17
The weighted average smart score of the IDARX Mutual Fund is 7
10
7.64%
9
16.79%
8
11.59%
7
18.52%
6
16.11%
5
14.04%
4
4.50%
3
4.51%
2
5.01%
1
1.29%

IDARX Mutual Funds FAQ

What are Mutual Funds IDARX’s top 3 holdings?
IDARX’s top 3 holdings are JPM, CVX, JNJ.
    What is Mutual Funds IDARX’s holdings count?
    Mutual Funds IDARX’s is holdings 168 different assets.
      What are the total assets of Mutual Funds IDARX?
      Mutual Funds IDARX’s total assets are 38.49M.

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