- What are the top holdings of DDDIX?
- A machine-readable holdings disclosure for 13D Activist Fund Class I (DDDIX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does DDDIX invest in?
- 13D Activist Fund Class I (DDDIX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is DDDIX most exposed to?
- DDDIX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is DDDIX a US-only fund?
- The country allocation card on this page shows DDDIX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does DDDIX invest in?
- This fund primarily allocates capital to common equity securities of U.S. corporations, encompassing those of any market capitalization, which are currently subject to shareholder activism. The advisor defines an activist as any investor holding more than a 5% stake in a company who either possesses a documented history of activist strategies, or has openly articulated specific objectives for transformation. These objectives might include, but are not limited to, seeking board representation, enhancing operational performance or corporate governance, advocating for a merger, divesting a business segment, or initiating the sale of substantial company holdings. The fund maintains a non-diversified investment approach.
