Sentences with phrase «seek equity income»

The answers may sometimes be overlooked as market participants seek equity income or the perceived safety of dividend strategies.

Not exact matches

Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs — bond income from global sources, non-bond income, and real return — by investing in a diversified mix of fixed income and / or equity investments chosen for their historical combined performance.

The Fund seeks both current income and capital appreciation by investing primarily in below investment grade debt and equity with the ability to hedge risk.

This strategy, known as equity income investing, can be an attractive alternative to bond investing as it seeks to offer greater protection against inflation as well as potential for capital appreciation.

NexPoint Strategic Opportunities Fund (NHF) is a closed end fund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equities.

NexPoint Strategic Opportunity Fund (NHF) is a closed end fund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equities.

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 securIncome Fund, Inc. (DDF) is a closed end fund that seeks current income and capital appreciation through investment in equity and non convertible debt securincome and capital appreciation through investment in equity and non convertible debt securities.

In addition to helping to spur economic growth, it's driving income - seeking investors toward equities.

TSLX seeks to generate current income primarily through direct senior secured loans and, to a lesser extent, originations of mezzanine loans and investments in corporate bonds and equity securities.

Seeks to provide long - term capital appreciation and high current income by investing in a diversified, all cap portfolio of income - producing equity securities.

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

As your child grows, the Franklin Templeton age - based asset allocations will automatically reallocate a percentage of your assets from equity - oriented funds (which tend to hold more stocks) into more conservative, income - seeking funds (such as bond and money market funds).

The Fund seeks long - term total return by investing in a portfolio of equity, fixed income and short - term securities.

Montag & Caldwell Mid Cap Growth Fund has an Equity Income Objective, seeking to achieve income and capital appreciIncome Objective, seeking to achieve income and capital appreciincome and capital appreciation.

Oakmark Equity and Income (OAKBX) seeks income and preservation and growth of caIncome (OAKBX) seeks income and preservation and growth of caincome and preservation and growth of capital.

When it comes to equity income investing, there are generally two broad schools of thought: The first seeks out those stocks paying the highest dividend yields.

Iron Equity Premium Income Fund will seek to provide superior risk - adjusted total returns relative to the CBOE S&P 500 BuyWrite Index (BXM).

With yields low and the bull market in global equities long in the tooth, advisors and institutions need new ways to seek income, risk - reduction without triggering capital gains liabilities, as well as, new potential sources of alpha and return.

Yacktman Special Opportunities Fund has an Equity Income Objective, seeking to achieve income and capital appreciIncome Objective, seeking to achieve income and capital appreciincome and capital appreciation.

The objective of an equity fund is generally to seek long - term capital appreciation and / or income from stocks.

Montag & Caldwell Mid Cap Growth Fund has an Equity Income Objective, seeking to achieve income and capital appreciIncome Objective, seeking to achieve income and capital appreciincome and capital appreciation.

This fund is a relatively new entrant to our preferred range of funds and is most suitable for those seeking large and mid-cap equity income exposure from the US that believes the economic expansion story has some way to go.

Yacktman Focused Fund has an Equity Income Objective, seeking to achieve income and capital appreciIncome Objective, seeking to achieve income and capital appreciincome and capital appreciation.

They've all benefited, some more than others, from income - seeking bond refugees, which leads some observers to argue that when interest rates finally begin to rise, defensive equities will suffer as their advantage over bonds diminishes.

The NYTimes article suggests that the inability to borrow against home equity and slowness to scale back their lifestyle are a couple of reasons that middle - income borrowers seek debt relief.

For the young in particular, but also older people seeking income, I think equities are the only way to go in TFSAs, especially with interest rates being so low as they are now.

River Road Small - Mid Cap Value Fund has an Equity Income Objective, seeking to achieve income and capital appreciIncome Objective, seeking to achieve income and capital appreciincome and capital appreciation.

Seeks to provide long - term capital appreciation and high current income by investing in a diversified, all cap portfolio of income - producing equity securities.

It will be broadly diversified across global asset classes, and will generally seek to maintain an asset allocation of approximately 40 % in underlying funds that invest in equity and 60 % in underlying funds that invest in fixed income, although the allocation may shift over time depending on market conditions.

Harding Loevner International Equity Portfolio has an Equity Income Objective, seeking to achieve income and capital appreciIncome Objective, seeking to achieve income and capital appreciincome and capital appreciation.

Seeks to provide high current income and, secondarily, long - term capital appreciation by investing primarily in a diversified, all cap portfolio of income producing equity securities.

Investors who seek balanced portfolios in dividend - paying stocks are glad to see a trend towards to diversity in equity - income and how more stocks pay dividends.

Secondly, when investors begin to seek yield from two very different asset classes — fixed - income investments vs. equities — rising stock prices follow as investors bid down a yield to match alternatives.

Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs — bond income from global sources, non-bond income from dividend - paying securities, and real return to help protect against inflation — by investing in a diversified mix of fixed income and / or equity investments chosen for their historical combined performance.

The Oakmark Equity and Income Fund Class I's (OAKBX) main objective is to seek current income while growing caIncome Fund Class I's (OAKBX) main objective is to seek current income while growing caincome while growing capital.

This strategy, known as equity income investing, can be an attractive alternative to bond investing as it seeks to offer greater protection against inflation as well as potential for capital appreciation.

This was largely driven by investors seeking fixed income and European equity exposures.

RBC Strategic Global Dividend Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified portfolio of high - quality global dividend - paying equity securities that will provide regular income and that have the potential for long - term capital growth.

Cadence Mid Cap Fund has an Equity Income Objective, seeking to achieve income and capital appreciIncome Objective, seeking to achieve income and capital appreciincome and capital appreciation.

Harding Loevner Global Equity Portfolio has an Equity Income Objective, seeking to achieve income and capital appreciIncome Objective, seeking to achieve income and capital appreciincome and capital appreciation.

Fairpointe Mid Cap Fund has an Equity Income Objective, seeking to achieve income and capital appreciIncome Objective, seeking to achieve income and capital appreciincome and capital appreciation.

The TAVF approach is the same as that followed by private companies not seeking access to public markets for equities; businessmen seeking favorable tax attributes so that they can create wealth on a tax - sheltered basis; most creditors; and all investors who seek in the management of their own portfolios to maximize total return, rather than just invest for interest income and dividend income.

The Conservative Countercyclical portfolio is designed for the investor seeking income and safety who understands that bonds won't generate sufficient returns in the coming decades and is therefore willing to take some equity market risk to offset this low return environment.

Conservative allocation portfolios seek to preserve capital and generate income by investing 15 % to 50 % of their assets in equities and 50 % to 85 % of assets in fixed income and cash.

NexPoint Real Estate Strategies Fund seeks long - term total return, with an emphasis on current income, by primarily investing in a broad range of real estate - related debt, equity and preferred equity investments across multiple real estate sectors.

The fund's objective seeks total return with an emphasis on current income by normally investing at least 80 % of its assets in equity securities.

Moderate allocation funds seek to provide a balance of capital appreciation and income by investing around 50 % to 70 % of their assets in equities and the remainder in fixed income and cash.

Conservative allocation portfolios seek to preserve capital and generate income by investing 15 % to 50 % of their assets in equities...

The Zacks Lifecycle index (the «Index») that the ETF seeks to track is comprised of a diversified group of domestic equities, international equities and fixed income securities.

The fund aims to provide total returns with lower volatility than U.S. equity markets, seeking gains from call options and equities and income from stock dividends.