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Dividend Funds - Dividends - Find Dividend Mutual Funds - TheStreetIncome Investing and Dividend StocksDividend mutual funds come in two varieties: actively-managed dividend funds and dividend index funds. In an actively-managed dividend fund, one or more portfolio managers will select several dividend stocks with the intention of meeting the fund's stated objectives. It's important to verify that a fund's investment objective is consistent with your personal investment goals. These goals can range from generating a high-level of current income to generating a more modest level of income with the goal of long-term capital appreciation.
Similarly, dividend indices are also constructed with goals in mind. The difference, however, is that an index is based on rigid criteria (in other words, a fund manager cannot make an exception to the criteria, even if their intuition tells him or her so). The S&P 500 Dividend Aristocrats is a good example of a dividend index: "The S&P 500® Dividend Aristocrats index measures the performance of large cap, blue chip companies within the S&P 500 that have followed a policy of increasing dividends every year for at least 25 consecutive years," according to Stand and Poor's.
Like all mutual funds, dividend funds can have unexpected tax consequences. Investors may wish to balance their dividend investments by holding some dividend mutual funds and some dividend paying stocks.
We consider any stock- or balanced mutual fund out-yielding the S&P 500 to be a "dividend fund."
INCOME INVESTING CENTER:» Find Dividend Paying Stocks » Find Preferred Stock Funds » Find Top-Rated REITs DIVIDEND-RICH INDUSTRIES:» Top Defense Stocks » Top Beverage Stocks » Top Packaging Stocks » Top Utility Stocks » Top Food Stocks » Top Household Product Stocks » Top Industrial Stocks » Top Tobacco Stocks DIVIDEND STOCK ADVISORIf you'd like to add dividend stocks to your portfolio, but aren't sure where to begin, take a free trial of TheStreet's Dividend Stock Advisor. Written and managed by Portfolio Manager David Peltier, Dividend Stock Advisor is an easy to understand "system" that can steer you to ideal dividend stocks for your investment style and goals. Dividend Index Mutual Funds
Actively-Managed Dividend Funds
Dividend Fund NewsFeds eye mutual fund liquidity and hedge fund debtA council of regulators found that there was a concentration of leverage in a "small number of large hedge funds." 4/18/16 5:51PM U.S. eyes big asset manager risks with updateRegulators last month said they had talked about liquidity, redemption and leverage risks associated with asset managers and "certain factors" that could mitigate those concerns. 4/18/16 10:34AM PNC'S Roman Says Consumer Discretionary Stocks Will Finally Get Low Oil BounceIt may have taken longer than expected, but consumer discretionary stocks will soon reap the dividend from lower energy prices, says Doug Roman, manager of PNC's Large Cap Growth Fund. 4/24/15 3:04PM Use Liquid Alternative Funds to Combat Too Much Correlation, Wells Fargo's Jacobsen SaysToo much correlation in your portfolio can be a dangerous thing, says Brian Jacobsen, chief portfolio strategist at Wells Fargo Advantage Funds. 4/21/15 4:03PM European, Japanese Economies Pick Up Steam as U.S. Takes a BreatherAmerican investors who want better ROI should start looking abroad, because U.S. economic growth is pausing while Europe and Japan accelerate, says Martin Schulz of PNC Capital Advisors. 4/8/15 3:49PM |
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