Sentences with phrase «equity income funds»

Equity income funds purchase equity, or stock ownership, in companies.

ICICI Equity income fund belongs to Equity oriented balanced funds, this is relatively new fund.

Equity income funds purchase equity, or stock ownership, in companies.

That is what the Socially Targeted Parnassus Equity Income Fund is.

Karen H. Grimes, CFA, Senior Managing Director and Equity Portfolio Manager, is a portfolio manager for the Hartford Balanced Fund and the Hartford Value HLS Fund, and is involved in portfolio management and securities analysis for the Hartford Equity Income Fund and the equity portion of the Hartford Balanced Income Fund.

Last week $ 2 billion flowed into equity income funds.

We will no longer accept new premiums for investment in or permit transfers to the Oppenheimer Equity Income Fund on or after the conversion date.

At a time when, as we have discussed in articles such as Theory and practice, the IA is consulting on an appropriate yield requirement for UK Equity Income funds and the UK market yield is becoming increasingly concentrated, this matter requires careful consideration.

«People have given up on them,» says Phil Davidson, portfolio manager at the $ 13 billion, value - focused American Century Equity Income Fund.

Accordingly, our RBC Global Bond Fund and RBC Canadian Equity Income Fund each surpassed the milestone of $ 4 billion in assets this month.»

The Guggenheim Enhanced Equity Income Fund provides one example.

The T. Rowe Price Equity Income Fund (PRFDX) has been providing investors with income from equity investments since 1985.

The Vanguard Equity Income Fund Investor Shares (VEIPX) is an actively managed fund designed to produce above - average current income.

Over the past 11 years, the JPMorgan Equity Income Fund did not add value on a truly risk - adjusted basis, although it outperformed its lag reference ETF portfolio.

EINC is based upon the strategy employed by the highly rated Legg Mason Martin Currie Equity Income Fund.

WisdomTree Emerging Markets Equity Income Fund (NYSEARCA: DEM) P / E: 12 Yld: 3.89 % 1 - yr ret.: -8 % For broad exposure to emerging markets, Patricia Oey, an ETF analyst at Morningstar, suggests this index fund.

For instance, other passive funds with an income focus include Vanguard's UK FTSE Equity Income fund or its All World High Yield ETF — both of which I hold in my portfolio.

talking about the big equity income funds moving from discounts to premiums over the past three years.

Unlike many other equity income funds, Eaton Vance Dividend Builder Fund pays monthly distributions.

On the domestic equity side fund investors shunned equity income funds -LRB-- $ 614 million net) but warmed to large - cap funds (+ $ 730 million), while on the nondomestic equity side investors were net purchasers of international equity funds (+ $ 1.3 billion).

Performance for Class A units of Renaissance U.S. Equity Income Fund and the number of mutual funds in the Fund's U.S. Equity category for the period ended December 31, 2017 is as follows: 4.6 %, 1300 funds (1 year), 12.2 %, 891 funds (3 years) and 15.0 %, n / a (since inception September 16, 2013).

Stephen Goddard: The Hennessy Equity Income Fund is basically a balanced fund with 60 % equities and 40 % bonds.

The Eaton Vance Enhanced Equity Income Fund II (NYSE: EOS) is a closed - end fund that invests in mostly large - and mid-cap stocks with both strong growth prospects and sturdy financials, but also writes covered calls against those stocks to generate income.

One of the largest closed - end funds is the Eaton Vance Tax - Managed Global Diversified Equity Income Fund.

Prior to June 17, 2011, the WisdomTree Australia Dividend Fund was named the WisdomTree Pacific ex-Japan Equity Income Fund.

Around May 1, the $ 6 billion ClearBridge Equity Income Fund (SOPAX) becomes ClearBridge Dividend Strategy Fund.

I once had a substantial investment in the TRowePrice Equity Income fund (this was before I abandoned actively managed funds), and one day realized I also had a significant (to me) investment in the fund's top holding!

The BetaShares Legg Mason Equity Income Fund (managed fund)(ASX: EINC) and the BetaShares Legg Mason Real Income Fund (managed fund)(ASX: RINC) are both managed by Legg Mason's affiliate asset management firm, Martin Currie, and are based on existing award - winning strategies.

The Jordan Fund (JORDX) is merging into the Meridian Equity Income Fund (MRIEX), pending shareholder approval.

The IA Clarington Strategic Equity Income Fund comes closest with 63 % of its holdings in Canadian stocks, but it also includes 21 % US stocks.

Kramer will continue as lead manager of Fidelity Advisor Multi-Asset Income Fund, and as co-manager of Fidelity Strategic Dividend & Income Fund (with retail and Advisor share classes), Fidelity Equity - Income Fund, Fidelity Advisor Equity Income Fund, and VIP Equity - Income Portfolio.

Sean Gavin assumes co-manager responsibilities on Fidelity Series Equity Income Fund.

Nicholas Company, Inc. and its affiliates, namely Nicholas Fund, Inc., Nicholas II, Inc., Nicholas Limited Edition, Inc., Nicholas Equity Income Fund, Inc., Nicholas High Income Fund, Inc. and Nicholas Money Market Fund, Inc., respects each shareholders right to privacy.

Karen H. Grimes, CFA, Senior Managing Director and Equity Portfolio Manager, is a portfolio manager for the Hartford Balanced Fund and the Hartford Value HLS Fund, and is involved in portfolio management and securities analysis for the Hartford Equity Income Fund and the equity portion of the Hartford Balanced Income Fund.

A recent piece in Barron's covers the Henderson Global Equity Income Fund (HFQAX; Class A shares).

When they enter their teens, you may want to begin switching some of your ESA portfolio into equity income funds, which invest in a combination of dividend - paying stocks and bonds, and intermediate - term Treasury notes.

The Oppenheimer Equity Income Fund / VA is merging into the Oppenheimer Main Street Fund ® / VA on or about a conversion date of April 28, 2017.

«There are really good, well - run companies, attractively priced,» says Kevin Toney, co-manager of the American Century Equity Income Fund.

Next up is the RBC Canadian Equity Income fund, a typical large cap fund that tracks the S&P / TSX 60 fairly closely.

My other observation is the Woodford Equity Income fund — a rare active fund in my portfolio -, has done incredibly well and behaved more like a bond fund as the main markets have tanked over the last year.

To complement our individual stock holdings, we also own a couple of equity mutual funds as well, namely Vanguard International Growth (VWIGX; expense ratio = 0.47 %) and the T. Rowe Price Equity Income Fund (PRFDX; expense ratio = 0.68 %).

But when you do, one example is I'll talk about, there's a fund that I own called the Vanguard Equity Income Fund, it's a symbol VEIPX.