Any investors hoping to find a Large Cap Value fund could think about starting with Vanguard Equity Income Admiral (VEIRX). VEIRX bears a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on ...

The primary objective of hybrid mutual funds is to achieve a balance between growth and income ... compared to pure equity or debt funds. The allocation of assets within a hybrid mutual fund ...

Payden Equity Income Fund earns ... yield compared with peers during recent years. Its preference for stocks with lower yields may well lead to a growthier portfolio. However, growth stocks ...

NFJ offers high-yield income ... equity positions and also uses a call writing option strategy as explained in that fund’s strategy brief. As you can clearly see in this comparison chart of ...

Two, the higher the leverage of the fund, the less efficient is its net investment income. CLO Equity ... the chart below that the sector's leverage cost is bifurcated into lower-cost funds ...

Government bonds sit at just 1.1% compared with 32.2% for the category. The income objective results in overweightings in financial services (22.6% of the equity ... sits in the fund’s top ...

The aim of the Fund is to provide long-term capital growth, with reduced levels of volatility compared to global equity markets ... Please note that past performance is not a reliable indicator of ...

What is the current share price of JPMorgan Equity Premium Income Active ETF (Managed Fund ... of future performance. ^ Only funds and investment products included in the Morningstar Australia ...

Switzer Dividend Growth Fund (Managed Fund)'s (SWTZ) current share price is $2.45. This constitutes a price movement of 0% when compared ... 2019 performance figures (after fees and brokerage) have ...

What is the objective of the OC Dynamic Equity managed fund? The objective of the OC Dynamic Equity managed fund is What is the strategy for the OC Dynamic Equity ...

This was made up of a growth return of 1.34% and an income return of 8.09%. These returns were calculated as at 31 Jan 2025. What is the asset allocation of the Mercer Guardcap Global Equity MPS ...

Earnings per share (EPS) growth ... Fund's primary benchmark to represent the overall applicable market. The MSCI Emerging Markets Net Index is a free float-adjusted market capitalization weighted ...