Equity Income Mutual Fund Money Managers
| GEQIX Fund | USD 14.34 0.02 0.14% |
Break down of Equity Income's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Equity Income's future under-performance.
Equity |
| Symbol | GEQIX |
| Name | Equity Income Portfolio |
| Type | Mutual Fund |
| Country | United States |
| Exchange | NMFQS |
Information on Equity Income Portfolio Leadership is currently not available.
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Equity Income Net Asset Comparison
Equity Income Portfolio is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 4.85 Billion. Equity Income adds roughly 19.9 Million in net asset claiming only tiny portion of funds under Large Value category.
Equity Income Portfolio Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Equity Income Portfolio Price Series Summation is a cross summation of Equity Income price series and its benchmark/peer.
About Equity Income Management Performance
The success or failure of an entity such as Equity Income Portfolio often depends on how effective the management is. Equity Income management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Equity management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Equity management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The portfolio invests, under normal market circumstances, at least 80 percent of the value of its net assets in income-producing equity securities, such as common and preferred stocks. It primarily invests in U.S. large cap companies with market capitalizations, at the time of purchase, within the market capitalization range of any stock in either the Russell 1000 Index or the SP 900 Index, and that have a dividend yield above the SP 500 Index at the time of purchase.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in Equity Mutual Fund
Equity Income financial ratios help investors to determine whether Equity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Equity with respect to the benefits of owning Equity Income security.
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