while income funds prioritized bonds or dividend-paying stocks for steady cash flow. However,modern portfolio theoryand the emergence of blended or hybrid funds offer investors approaches that balance growth and income according to their individual risk tolerances and goals. As such, the split between...
The Hennessy Equity and Income Fund's portfolio consists of up to 70% large-cap, value-oriented stocks and the remainder in high-quality fixed-income securities. The Portfolio Managers take a long-term perspective and maintain a primary focus on downside protection. The Equity Portfolio Management...
The Oakmark Equity and Income Fund, which reopened to investors in 2008, has a long track record of steady returns. As of November 27, 2023, the fund had assets totaling $5.95 billion. Its portfolio consists of a mix of stocks and bonds. The fund had a rought 2010, and it finished ...
The Oakmark Equity and Income Fund’s portfolio tends to be invested in a relatively small number of securities. As a result, the appreciation or depreciation of any one security held by the Fund will have a greater impact on the Fund’s net asset value than it would if the Fund invested...
Federated Hermes Equity Income Fund (Institutional Shares) returned 7.57% in the 3rd quarter, underperforming the 9.43% return of the fund’s Russell 1000 Value benchmark. Performance data quoted represents past performance, which is no guarantee of future results. Investment return and principal valu...
The Fund aims to generate an above average level of income on your investment as well as maintain long term capital growth in a manner consistent with the principles of sustainable and environmental, social and governance (ESG) focused investing. The Fun
be undervalued by various measures but have good prospects for capital appreciation and dividend growth. The fund will normally invest at least 80% of net assets in common stocks, with a focus on companies paying above-average dividends. The objective is long-term growth of capital and income....
Due to the lower risks and rewards, strategies are often far less varied in fixed-income markets than equity markets. The goal is usually to assure the safety of the principal by purchasing only bonds with aninvestment-gradecredit rating.2Within those narrow limits, fund managers and ...
The Fund aims to generate an above average level of income on your investment as well as maintain long term capital growth in a manner consistent with the principles of sustainable and environmental, social and governance (ESG) focused investing. The Fund invests globally at least 70% of its...