abrdn Dynamic Dividend FundADAVX

MUTUAL FUNDabrdn
Type
Mutual fund
Peer group
Global equity
Net assets
$99.9M
Expense ratio
1.51%
1-year return
+29.0%
3 years, a year
+13.9%
5 years, a year
+7.8%
Holdings
86

What it aims to do.

The abrdn Dynamic Dividend Fund (the Dynamic Dividend Fund or the Fund) seeks high current dividend income that qualifies for the reduced U.S. federal income tax rates created by the Jobs and Growth Tax Relief Reconciliation Act of 2003, while also focusing on total return for long-term growth of capital.

Top 10 holdings.

Holding% of fund
GOOG Alphabet Inc3.96%
JOBY Taiwan Semiconductor Manufacturing Co Ltd3.82%
AVGO Broadcom Inc3.80%
JOBY Samsung Electronics Co Ltd3.35%
AAPL Apple Inc2.88%
MSFT Microsoft Corp2.79%
JOBY ASML Holding NV1.74%
RIO Rio Tinto PLC1.48%
WMB Williams Cos Inc/The1.47%
JOBY ING Groep NV1.45%

More on ADAVX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.