ADX: Solid Equity Income Fund That Outperforms S&P 500

2025-11-09 22:23:52 ET

Overview

As market indices pull back from their highs, I wanted to revisit some of the higher-quality income funds that I believe to be built for long-term investors. When I previously covered Adams Diversified Equity Fund ( ADX ), I issued a hold rating due to the expensive price-to-NAV valuation at the time. Since my last coverage, ADX has released an updated annual report, which prompted me to reassess the fund's performance and outlook for the remainder of the year....

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