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Adams Funds, formerly Adams Express Company, is an investment company made up of Adams Diversified Equity Fund, Inc.(NYSE: ADX), a publicly traded diversified equity fund, and Adams Natural Resources Fund Inc. (NYSE: PEO), formerly Petroleum & Resources Corp., a publicly traded closed-end fund focused on energy and natural resources stocks.
BALTIMORE, Jan. 16, 2025 (GLOBE NEWSWIRE) -- Adams Diversified Equity Fund, Inc. (NYSE: ADX) announces the Fund’s investment returns for 2024. The total return on the Fund’s net asset value for 2024 was 23.6%, with dividends and capital gains reinvested.
The total return on Adams Diversified Equity’s net asset value, with dividends and capital gains reinvested, was 21.3%. Comparable figures for the S&P 500 and the Morningstar U.S. Large Blend category were 22.1% and 20.4%, respectively. The total return on the market price of the Fund’s shares for the period was 24.9%.
At the heart of the ThomasPartners approach is equity investments in companies that, even in down markets, have consistently paid their shareholders regular dividends and have generally grown ...
The diversification of portfolio is done by investing in such securities which are inversely correlated to each other. Money is collected from investors by way of floating various collective investment schemes, e.g. mutual fund schemes. In general, an asset management company is a company that is engaged primarily in the business of investing ...
Stephen Adams (November 7, 1937 – March 14, 2024) was an American businessman, private equity investor, and philanthropist. His holdings have included Good Sam Enterprises, a national publisher, retail stores, and member-based direct marketing organization directed toward owners of recreational vehicles and Adams Outdoor Advertising, an operator of outdoor advertising structures in the ...
If you’re looking to buy mutual funds similar to those that you owned in your 401(k) or buy some of the lower-cost Schwab-brand variants, then the broker will probably deliver with its thousands ...
In the ten years prior to March 2002 it ranked #34 amongst 797 other diversified mutual funds and had a stock management turnover rate of 6%. [3] During that period it never had a negative year and its average annual gain was 2% better than the S&P 500 Index. In 2002 its annual management fee was 1.29%. [3]