The first two months of 2016 have revealed a lot of volatility remaining in the stock market as investors become increasingly concerned about the global economy. That is usually a time when the investment discussion turns to dividend funds, which have also.
Because dividend-focused funds aren’t always about the yield ... The basic A shares, while earning four out of five stars from Morningstar, have actually underperformed thanks to expenses and other charges. But other, cheaper share classes have outdone.
Kelley, associate editor of Morningstar Mutual Funds in Chicago. "You might say that investors in these funds want to have their cake and eat it, too." Equity-income funds, which often have large holdings of dividend-paying utility stocks, are more income.
Data source: Morningstar ... It even offers a decent dividend yield of 1.9% as well. The biggest selling point for the fund may be its 0.0945% expense ratio. It's high fees that kill the real returns of so many index funds and mutual funds, so a low.
Includes dividend and interest expense on ... ratings may have been lower. The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded.
today announced that three of its mutual funds, Manulife Dividend Income Fund, Manulife Dividend Income Class and Manulife Strategic Balanced Yield Fund have attained the 5-Star Morningstar Rating. "Since these funds were launched in 2012, they have.
I am in the process of purchasing mutual funds," a Boca Raton, Fla., reader writes. "I have done some research on my own through Morningstar Mutual Funds ... These are the uniform, annualized 30-day dividend yields, calculated in accordance with.
I ranked the 54 candidates using data available in the CCC spreadsheet and additional sources like Morningstar ... Rowe Price mutual funds and other investment portfolios, as well as through variable annuity life insurance plans. Dividend Champion BEN.
The stock was a top holding as of June 30 of $6.4 billion Matthews Asia Dividend Investor Fund (MAPIX), which is a diversified Pacific/Asia fund and an IBD 2017 Best Mutual Fund Awards winner. It edged up 0.26% last month, lifting its year-to-date gain.