Thank Wealth Managers For These 8%+ Dividends [Forbes]
Adams Diversified Equity Fund Inc. (ADX)
US:NYSE Investor Relations:
adamsfunds.com/funds/diversified-equity/at-a-glance
Company Research
Source: Forbes
getty I know that plenty of our readers are self-directed investors who love nothing more than to build—and run—their own portfolios. Digging into a fund's prospectus and annual reports is something they look forward to. But if you're like many people, you look to a wealth manager to oversee at least some of your investments for you, or at the very least help with things like tax optimization, financial planning and setting up an estate plan. There are, however, a few things we need to bear in mind when selecting one. For starters, while many wealth managers can help their clients set up a program that puts them on a path to financial independence, the reality is that wealth managers face intense competition, and that can provide a temptation among less-experienced ones to cut corners. As a result, some less-experienced wealth managers may end up convincing clients to invest in an underperforming asset because they genuinely think it'll turn around—and then that doesn't happe
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News
- Adams Natural Resources Fund Declares Year-End Distribution [Yahoo! Finance]Yahoo! Finance
- Adams Diversified Equity Fund Declares Year-End DistributionGlobeNewswire
- ADX: 8% Distribution Rate Policy And Discount Widening Back Out [Seeking Alpha]Seeking Alpha
- Adams Diversified Equity Fund reports 9-Month results [Seeking Alpha]Seeking Alpha
- Adams Diversified Equity Fund Reports Nine Month ResultsGlobeNewswire
ADX
Sec Filings
- 11/25/24 - Form SC
- 11/25/24 - Form NPORT-P
- 10/31/24 - Form 4
- ADX's page on the SEC website