abrdn Dynamic Dividend Fund Class A ADAVX Strategy
Strategy
The investment 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. Under normal circumstances, the fund invests at least 80% of its net assets in the equity securities of certain domestic and foreign corporations that pay dividend income that the advisor believes are undervalued relative to the market and to the securities historic valuations.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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ADVDX
| abrdn Dynamic Dividend Fund Institutional Class | Institutional | Open | $92.67M | 1.260% | High | $1M | −$9.73M | |||
ADAVX
| abrdn Dynamic Dividend Fund Class A | Front Load | Open | $3.96M | 1.510% | High | $1,000 | −$354,163.49 |