Equity Income Mutual Fund Money Managers
TWEAX Fund | USD 9.64 0.05 0.52% |
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 | TWEAX |
Name | Equity Income Fund |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Equity Income Fund Leadership is currently not available.
If you believe this information is not accurate please let us know and we will check it out. Check all delisted instruments across multiple markets.Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Thematic Opportunities
Explore Investment Opportunities
Equity Income Net Asset Comparison
Equity Income Fund is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 828.65 Billion. Equity Income claims roughly 9.65 Billion in net asset contributing just under 2% to funds under Large Value category.
Equity Income Benchmark Summation
Operator |
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.
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 portfolio managers look for equity securities of companies with a favorable income-paying history that have prospects for income payments to continue or increase. The portfolio managers also look for equity securities of companies that they believe are undervalued and have the potential for an increase in price. The fund may invest a portion of its assets in foreign securities when these securities meet the portfolio managers standards of selection.
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.
Equity Income Annual Yield
In accordance with the recently published financial statements, Equity Income Fund has an Annual Yield of 0.0202%. This is 97.44% lower than that of the American Century Investments family and significantly higher than that of the Large Value category. The annual yield for all United States funds is notably lower than that of the firm.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.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.
Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
Stocks Directory Find actively traded stocks across global markets | |
Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
Bonds Directory Find actively traded corporate debentures issued by US companies |