Sentences with phrase «dividend equity funds»

Related investing themes: Total Dividend Equity Funds, Equity Funds, Growth Equity Funds, Small - Cap Equity Funds, Health & Biotech Equity Funds.

For or against high - dividend equity funds?

The table below illustrates valuable information regarding the fund managers for all Total Dividend Equity Funds.

This table presents long term historical returns data for all Total Dividend Equity Funds.

This table is an extension of the equity allocation table and includes the bond allocation weights in all Total Dividend Equity Funds.

This page provides the percentage weights of mid-cyclical sectors for all Total Dividend Equity Funds.

The following table provides an overview of holdings data for all Total Dividend Equity Funds.

The table below has information on gross expense ratios, management fees, and other operational fees for all Total Dividend Equity Funds.

This table includes fees that are not considered operational for all Total Dividend Equity Funds, including sales, trading and turnover fees.

The table below lists all Total Dividend Equity Funds which are listed in the U.S. and tracked by MutualFunds.com.

Total dividend equity funds are mutual funds that focus on stocks that pay out dividends and provide an equity - income solution for portfolios.

This page provides useful information on the minimum investment amounts needed, for regular investors and retirees, to invest in Total Dividend Equity Funds.

This page provides the percentage weights of high - cyclical sectors for all Total Dividend Equity Funds.

This page breaks down all U.S. Total Dividend Equity Funds by weight in common and preferred stocks.

The table below displays the amount and weight percentage of net assets for all Total Dividend Equity Funds allocated to other asset classes besides equity and fixed income.

This page includes relevant net income ratio and capital gain distribution information on all Total Dividend Equity Funds.

The U.S. rate hike that the market is 100 percent certain will be delivered this week did not stop Dividend Equity Funds from recording their biggest inflow since the record setting $ 9.4 billion they took in exactly three years ago, with investors translating recent earnings per share growth and expected repatriation of foreign cash piles into bigger dividend payouts.

Today, I'm going to take a look at one relatively new entrant in what has become a bit of a crowded fields: the iShares High Dividend Equity Fund ($ HDV), which tracks the Morningstar Dividend Yield Focus Index.

Not exact matches

In 2012 he was part of the Sentry team that won a Morningstar Award for best Canadian dividend and equity fund.

Since the Great Recession, fund managers have been talking about rising fixed - income yields and their impact on equities and, more specifically, dividend - paying companies.

«You've been able to find pockets of strength even this year,» says Bruce Cooper, who heads all equity teams at TD Asset Management and manages a global dividend fund.

When you purchase a broad swath of equities, say an S&P 500 index fund, the returns you can expect over the next decade or so comprise four building blocks: the starting dividend yield, projected growth in real earnings per share, expected inflation, and the expected change in «valuation» — that is, the expansion or contraction in the price / earnings (P / E) multiple.

Founders can lobby for higher compensation and options in lieu of equity stakes; investors can fight for preferred dividends and treatment of their shares when it comes to another round of funding or a sale.

For example, Pimco's Dividend and Income Builder Fund has more than 90 % invested in equities.

One useful alternative: «income builder funds,» which invest in both dividend - paying equities and debt.

Balanced funds, which usually invest in a mix of about 60 percent stock to 40 percent bonds, growth and income funds, or equity income funds that invest in well - established companies that pay high dividends, might be appropriate choices for a mid-term portfolio.

Today Global Equity Dividend & Premium Opportunity Fund (IGD) dropped price by almost 6 %.

Equity Income Funds typically distribute most of their income in the form of Qualified Dividends, which for many taxpayers are taxed relatively lightly, allowing most Equity Income Funds and ETFs to be considered High Tax Efficiency investments when compared with other investment options that generate taxable income.

Spending on commissions by its $ 21 billion Equity Dividend Fund increased by 39 percent from the 2014 to 2016 fiscal years, but the fund's transaction activity more than doubled, meaning that its commission rate overall decreased consideraFund increased by 39 percent from the 2014 to 2016 fiscal years, but the fund's transaction activity more than doubled, meaning that its commission rate overall decreased considerafund's transaction activity more than doubled, meaning that its commission rate overall decreased considerably.

iShares S&P ® / TSX ® 60 Index Fund («XIU»), iShares S&P / TSX Capped Composite Index Fund («XIC»), iShares S&P / TSX Completion Index Fund («XMD»), iShares S&P / TSX SmallCap Index Fund («XCS»), iShares S&P / TSX Capped Energy Index Fund («XEG»), iShares S&P / TSX Capped Financials Index Fund («XFN»), iShares S&P / TSX Global Gold Index Fund («XGD»), iShares S&P / TSX Capped Information Technology Index Fund («XIT»), iShares S&P / TSX Capped REIT Index Fund («XRE»), iShares S&P / TSX Capped Materials Index Fund («XMA»), iShares Diversified Monthly Income Fund («XTR»), iShares S&P 500 Index Fund (CAD - Hedged)(«XSP»), iShares Jantzi Social Index Fund («XEN»), iShares Dow Jones Select Dividend Index Fund («XDV»), iShares Dow Jones Canada Select Growth Index Fund («XCG»), iShares Dow Jones Canada Select Value Index Fund («XCV»), iShares DEX Universe Bond Index Fund («XBB»), iShares DEX Short Term Bond Index Fund («XSB»), iShares DEX Real Return Bond Index Fund («XRB»), iShares DEX Long Term Bond Index Fund («XLB»), iShares DEX All Government Bond Index Fund («XGB»), and iShares DEX All Corporate Bond Index Fund («XCB»), iShares MSCI EAFE ® Index Fund (CAD - Hedged)(«XIN»), iShares Russell 2000 ® Index Fund (CAD - Hedged)(«XSU»), iShares Conservative Core Portfolio Builder Fund («XCR»), iShares Growth Core Portfolio Builder Fund («XGR»), iShares Global Completion Portfolio Builder Fund («XGC»), iShares Alternatives Completion Portfolio Builder Fund («XAL»), iShares MSCI Emerging Markets Index Fund («XEM») and iShares MSCI World Index Fund («XWD»), iShares MSCI Brazil Index Fund («XBZ»), iShares China Index Fund («XCH»), iShares S&P CNX Nifty India Index Fund («XID»), iShares S&P Latin America 40 Index Fund («XLA»), iShares U.S. High Yield Bond Index Fund (CAD - Hedged)(«XHY»), iShares U.S. IG Corporate Bond Index Fund (CAD - Hedged)(«XIG»), iShares DEX HYBrid Bond Index Fund («XHB»), iShares S&P / TSX North American Preferred Stock Index Fund (CAD - Hedged)(«XPF»), iShares S&P / TSX Equity Income Index Fund («XEI»), iShares S&P / TSX Capped Consumer Staples Index Fund («XST»), iShares Capped Utilities Index Fund («XUT»), iShares S&P / TSX Global Base Metals Index Fund («XBM»), iShares S&P Global Healthcare Index Fund (CAD - Hedged)(«XHC»), iShares NASDAQ 100 Index Fund (CAD - Hedged)(«XQQ») and iShares J.P. Morgan USD Emerging Markets Bond Index Fund (CAD - Hedged)(«XEB»)(collectively, the «Funds») may or may not be suitable for all investors.

We have two equity strategies: the North American dividend growth strategy, which can potentially invest in any company that trades in North America, and the global tactical ETF [exchange - traded fund] strategy, which uses a combination of exchange - traded funds to provide exposure around the globe.

Franklin ActiveQuant U.S. Corporate Class Franklin ActiveQuant U.S. Fund Franklin Mutual U.S. Shares Corporate Class Franklin Mutual U.S. Shares Fund Franklin U.S. Core Equity Fund Franklin U.S. Opportunities Corporate Class Franklin U.S. Opportunities Fund Franklin U.S. Rising Dividends Corporate Class Franklin U.S. Rising Dividends Fund Franklin U.S. Rising Dividends Hedged Corporate Class

Mutual fund companies have found ways to feed the beast by «juicing» the dividend yield on equity

From big Blue Chip stocks to funds focused on dividend - paying companies, our US Equity funds tap the world's largest economy.

Delaware Investments Dividend and Income Fund, Inc. (DDF) is a closed end fund that seeks current income and capital appreciation through investment in equity and non convertible debt securitFund, Inc. (DDF) is a closed end fund that seeks current income and capital appreciation through investment in equity and non convertible debt securitfund that seeks current income and capital appreciation through investment in equity and non convertible debt securities.

The Wisdom Tree U.S. Dividend Growth Fund (DGRW) is an equity investment with higher market risk that seeks to invest in dividend growth eDividend Growth Fund (DGRW) is an equity investment with higher market risk that seeks to invest in dividend growth edividend growth equities.

Historical Regular Dividend: The share prices of all of our equity funds decrease when a dividend Dividend: The share prices of all of our equity funds decrease when a dividend dividend is paid.

For the following F - series funds, these dates were: Corporate Advantage Fund (September 11, 2015), High Yield Bond Fund (hedged and unhedged)(September 11, 2015), Canadian Dividend Fund (September 11, 2015), US Equity Fund (May 25, 2016), US Dividend Fund (September 26, 2016), US Small / Mid-Cap Equity Fund (October 31, 2016), International Equity Plus Fund (May 25, 2016), Income Advantage Fund (September 11, 2015), and Balanced Fund (August 25, 2015).

The most - recent ETF launched in the Asset Allocation ETFs space was the U.S. Equity Cumulative Dividends Fund - Series 2027 IDIV in 02/05/18.

They use a long - run sentiment index derived from principal component analysis of six sentiment measures: trading volume as measured by NYSE turnover; the dividend premium; the closed - end fund discount; the number of and first - day returns on Initial Public Offerings; and, the equity share in new issues.

River Road Dividend All Cap Value Fund has an Equity Income Objective, seeking to achieve income and capital appreciation.

An equity fund pays investors dividends which vary depending on market conditions and the over all performance of the fund... Shareholders are also rewarded with dividends form capital appreciation (an increase in the value of the fund based on market conditions) Equity funds let shareholders benefit from a good performing company, and this along with voting rights, makes tequity fund pays investors dividends which vary depending on market conditions and the over all performance of the fund... Shareholders are also rewarded with dividends form capital appreciation (an increase in the value of the fund based on market conditions) Equity funds let shareholders benefit from a good performing company, and this along with voting rights, makes tEquity funds let shareholders benefit from a good performing company, and this along with voting rights, makes them...

So you are saying that LS20 is bad to hold outside a tax wrapper, because the entire dividend is taxed at normal income tax rates (20/40/45), whereas buying a 4:1 mix of a pure bond fund and pure equity fund should save some tax, because the div from the equity fund is taxed at dividend tax rates (7.5 / 32.5 / 37.5) and it benefits from a # 5k allowance (reducing to # 2k, next year)?

«So even LS40 dividends are treated for tax purpose similar to dividends from pure equity funds?

What I mean is that in a taxable account, dividends from pure equity funds are taxed at a more favourable rate than income from pure bond funds, the latter being treated like bank interest.

I sold the following two funds: RBC Canadian Equity Income Class A RBC Global Dividend Growth Class A

This is a guest post from Tony DeSpirito and the team at the BlackRock Equity Dividend fund, where Tony is a portfolio manager.

When they choose to do that, they reduce the dividends that they are able to pay to the private equity funds, which in turn reduces the dividends that the private equity funds are able to pay to INDX investors.

By purchasing these companies after a price decline, we find we are able to control risk in the portfolio as these investments often have less downside while offering a decent potential return.The U.S. Equity Fund seeks to invest in companies with a lower Price to Book Ratio, lower Price to Earnings Ratio and higher Dividend Yield than the S&P 500 index.

From the SPDR S&P 500 ETF (SPY), with outflows of $ 2.4 billion, to the Financial Select Sector SPDR Fund (XLF), with outflows of $ 926 million, to the iShares Select Dividend ETF (DVY), with outflows of $ 227 million — every single ETF on the top 10 outflows list holds U.S. equities.