ADAMS DIVERSIFIED EQUITY FUND, INC. (ADX) Stock
ADX has an Alpha Score of 65 out of 100 (moderate), computed on Nov 9, 2026 from 3 of 4 sub-scores. 1 of the hedge funds AlphaScala tracks reported ADX in 13F filings for the quarter ended Jun 30, 2026; the largest reported position is Citadel's at $306.1K. Its trailing P/E ratio is 5.3 (key statistics as of Nov 9, 2026).
What is ADX's Alpha Score?
How it works →Alpha Score of 65 reflects moderate overall profile with moderate momentum, strong value, strong quality. Based on 3 of 4 signals – score is capped at 90 until remaining data ingests.
Computed from 3 of 4 sub-scores; a sub-score is left out when its inputs are missing, and the composite is capped accordingly.
Computed Nov 9, 2026
A rules-based research rating, not a recommendation to buy or sell.
Which hedge funds own ADX?
From 13F filings| Fund | Shares Held | Position Value | Change vs prior Q |
|---|---|---|---|
| Citadel Ken Griffin | 12K | $306.1K | NEW |
13F holdings as of Jun 30, 2026
Explore all tracked funds →What are ADX's key statistics?
Key statistics as of Nov 9, 2026
How does ADX's valuation compare with the Financials sector?
| Metric | ADX | Financials median | Companies in median |
|---|---|---|---|
| P/E ratio | 5.3 | 12.7 | 238 |
| Return on equity | 19.05% | 12.37% | 252 |
Medians over the Financials stocks whose key statistics were refreshed in the last 35 days (newest Nov 9, 2026). P/E excludes loss-making companies.
ADX price chart
Powered by TradingViewWhat does ADAMS DIVERSIFIED EQUITY FUND, INC. do?
Adams Diversified Equity Fund, Inc. is an internally managed, closed-end equity fund focused on achieving long-term capital appreciation for its shareholders. The fund primarily invests in a broadly diversified portfolio of high-quality, large-cap U.S. companies, adopting a sector-neutral approach to provide balanced exposure across the equity market. Its investment strategy seeks to outperform a benchmark index while delivering consistent returns through both dividend income and capital gains distributions. Notably, the fund is committed to a regular quarterly distribution, targeting at least 2% of average net asset value each quarter, with a historical annual distribution rate that has varied year to year. With net assets totaling approximately $2.9 billion and a legacy dating back to its inception in 1929, Adams Diversified Equity Fund plays a significant role in the market for investors seeking diversified equity exposure, stable income streams, and professional internal management without relying on external advisors. The fund is known for its disciplined risk management, low expense ratio, and long track record of navigating various market cycles.