About IDIVX
Integrity Dividend Harvest Fund Class A Shares is a mutual fund designed to provide stable equity income by investing primarily in dividend-paying stocks. The fund targets companies known for delivering high and rising income streams, prioritizing those with established records of increasing dividends for at least ten consecutive years. With a focus on blue chip stocks and below-average volatility, the fund typically allocates at least 80% of its net assets to dividend-paying equities, which may include both common and preferred shares, and allows for up to 30% investment in foreign equities.
Positioned within the large value category, the fund's portfolio centers on major U.S. companies that exhibit low valuations and relatively slow growth rates, favoring sectors such as technology, healthcare, utilities, and energy. Its top holdings often include prominent firms recognized for strong dividend policies. The fund issues monthly dividend distributions, offering a notably high yield relative to peers, and is structured to serve both income-focused investors and those seeking portfolio stability. With a long-term commitment to generating reliable income and providing a foundation for diversified equity exposure, the Integrity Dividend Harvest Fund plays a significant role for investors focused on steady returns and capital preservation.
Fund Family Integrity Viking Funds
Category Large Value
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol IDIVX
Share Class , Class A
Index Russell 1000 Value TR
IDIVX had a total return of 20.68% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.76%.
