Equity Income Mutual Fund Money Managers

JHEIX Fund  USD 13.91  0.03  0.22%   
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.
  
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Equity Income Fund. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
Symbol  JHEIX
Name  Equity Income Fund
TypeMutual Fund
Country  
 United States
Exchange  NMFQS

Information on Equity Income Fund Leadership is currently not available.

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Some institutional investors establish a significant position in mutual funds such as Equity Income in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Equity Income, and when they decide to sell, the mutual fund will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.

Equity Income Net Asset Comparison

Equity Income Fund is currently considered the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 10.47 Billion. Equity Income holds roughly 578.92 Million in net asset claiming about 6% of funds under Large Value category.

Equity Income 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 Price Series Summation is a cross summation of Equity Income price series and its benchmark/peer.
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About Equity Income Management Performance

The success or failure of an entity such as Equity Income 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 fund invests at least 80 percent of its net assets in equity securities, with at least 65 percent in common stocks of well-established companies paying above-average dividends. It may invest in fixed-income securities without regard to quality or rating, including privately negotiated notes or loans and up to 10 percent in below-investment-grade fixed-income securities .
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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