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
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