Guardian Capital Dividend Growth FundDIVGX

MUTUAL FUNDGuardian
Type
Mutual fund
Peer group
Global equity
Net assets
$42.8M
Expense ratio
0.95%
1-year return
+13.4%
3 years, a year
+16.3%
5 years, a year
—
Holdings
41

What it aims to do.

The investment objective of the Guardian Capital Dividend Growth Fund (the Guardian Dividend Fund or the Fund) is to seek long-term capital appreciation and current income.

Top 10 holdings.

Holding% of fund
AVGO Broadcom Inc5.93%
AAPL Apple Inc.5.92%
MSFT Microsoft Corp.5.79%
Axa SA5.11%
Allianz SE4.98%
GOOGL Alphabet Inc.4.63%
WMB Williams Companies Inc. (The)4.37%
COST Costco Wholesale Corporation4.32%
RY Royal Bank of Canada4.31%
ASML ASML Holding N.V.3.69%

More on DIVGX.

Returns after fees, from the fund's SEC filings up to Dec 2025. Past returns are not a promise. Not financial advice.