Invest with Adams Funds
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Everyone invests for a purpose, whether it’s to fund a college education, new home, or retirement. For generations, our shareholders have counted on us to help them reach their financial goals and trusted us not just with their money, but with the promises they’ve made to themselves and future generations. There is a place in every balanced portfolio for Adams Funds. Read on to learn more, and how to invest in our closed-end funds.

Adams Diversified Equity Fund

Broadly-diversified, sector-neutral, large-cap equity fund seeking long-term capital appreciation


NAV (NASDAQ: XADEX)

$23.60

Market Price (NYSE: ADX)

$20.22

As of 07/29/21
See details → ADX FACT SHEET

Adams Natural Resources Fund

Equity fund seeking capital appreciation by focusing on the long-term demand for energy, materials and natural resources


NAV (NASDAQ: XPEOX)

$17.62

Market Price (NYSE: PEO)

$15.42

As of 07/29/21
See details → PEO FACT SHEET
Our Investment Approach

Investment Approach

Since 1929, Adams Funds has been trusted by investors to help reach their investment goals. Our time-tested and disciplined investment process consists of three core tenets: Identifying high-quality companies through a proprietary research process; employing rigorous analysis to assess company fundamentals and executing a portfolio management strategy that focuses on generating long-term capital appreciation with careful attention to risk management.

Our portfolio managers are supported by an in-house team of experienced research analysts who are intimately familiar with the sectors they cover. Investment decisions are made using multiple layers of analysis combining fundamental, bottom-up securities analysis with systematic evaluation tools to identify attractive investments. We pay careful attention to risk control measures in the portfolio construction process. This disciplined process is consistently applied across all market conditions.

Closed-end Funds
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