Equity-income is a legacy mutual fund classification for investment strategies that use dividend-paying stocks to produce income. Capital appreciation is not the main goal. Equity-income funds can be less volatile in a falling stock market. Equity-income mutual funds performed in line with the S&P 500 for much of the past 10 years, but fell behind starting in Q3 2013.
A $10,000 investment in the average equity-income mutual fund on June 30, 2005, would have grown to $19,392 by July 7 this year, according to Morningstar Inc. data. The same investment, would have expanded to $21,572. Top-performing equity-income funds have had more successful investing results. Nicholas Equity Income Fund has risen an average annual 10.34% the past 10 years vs. 7.93% for the S&P 500. The $594 million fund has been managed by Albert Nicholas since 1993 and Michael Shelton since 2011. The fund is up 2.4% this year vs. 2.2% for the S&P 500.
Source: Investors.com
Related Articles:
- 6 High-Yielding Mega-Cap Stocks
- Dividend Investors Should Focus On Stocks, Not The Market
- The Secret Ingredient of Dividend Growth Stocks
- Stocks Providing Positive Feedback With Increased Dividends
- Dividend Growth Stocks With A Defined-Benefit Pension
________________________________________________________________
Subscribe to:
Post Comments (Atom)
Popular Posts Last 30 Days
-
Each of these high-yield dividend stocks has a dividend yield exceeding 6.5%. That’s is a very high dividend yield few stocks have. In addit...
-
Because their financials must support a monthly dividend payment, the companies in this space are stable by nature — their operations are st...
-
While there are a number of factors responsible for pushing the stock market lower, the spread of COVID-19 looks to be the match that lit th...
-
Dividend payments are, by nature, a conservative strategy for companies to use, and as a rule of thumb the more conservative companies are l...
-
As veteran traders will attest, though, nothing lasts forever. It might not be a bad idea to start adding exposure to the market's lagga...
-
So if the economy does putter out, what should you do with your money? You could do worse than bet on recession-proof dividend stocks. That ...
-
In a soaring market, a few percentages of dividends may not seem like much. Over the past few months, the Dow Jones Industrial Average, the ...
-
So what should investors do amid the panic? They could do worse than own top dividend stocks. The recent stock market crash has turned some ...
-
For most investors, this is not a time to panic. Rather than take a flight to safety, now is a time to take a flight to quality. And when in...
-
You shouldn’t be running from the market. Bags of coins don’t make a comfortable pillow. They don’t emit dividends. They will not expand lik...
0 comments
Post a Comment
Post a Comment
Note: Only a member of this blog may post a comment.