Equity Income Fund Quote
| TWEAX Fund | USD 8.47 0.04 0.47% |
PerformanceVery Weak
| Odds Of DistressLow
|
Equity Income is trading at 8.47 as of the 23rd of May 2025; that is 0.47 percent down since the beginning of the trading day. The fund's open price was 8.51. Equity Income has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of February 2025 and ending today, the 23rd of May 2025. Click here to learn more.
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. More on Equity Income Fund
Moving together with Equity Mutual Fund
| 0.98 | AMDVX | Mid Cap Value | PairCorr |
| 0.85 | AMEIX | Equity Growth | PairCorr |
| 0.86 | AMGIX | Income Growth | PairCorr |
| 0.69 | AMKIX | Emerging Markets | PairCorr |
Moving against Equity Mutual Fund
Equity Mutual Fund Highlights
| Fund Concentration | American Century Investments Funds, Large Value Funds, Large Value, American Century Investments (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Equity Income Fund [TWEAX] is traded in USA and was established 23rd of May 2025. Equity Income is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Large Value category and is part of American Century Investments family. This fund at this time has accumulated 9.65 B in assets with no minimum investment requirementsEquity Income is currently producing year-to-date (YTD) return of 3.54% with the current yeild of 0.02%, while the total return for the last 3 years was 5.8%.
Check Equity Income Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Equity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Equity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Equity Income Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Equity Income Fund Mutual Fund Constituents
| RSG | Republic Services | Stock | Industrials | |
| SLB | Schlumberger NV | Stock | Energy | |
| GIS | General Mills | Stock | Consumer Staples | |
| CL | Colgate Palmolive | Stock | Consumer Staples | |
| WMT | Walmart | Stock | Consumer Staples | |
| VZ | Verizon Communications | Stock | Communication Services | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| SWP | SWP Growth Income | Etf | Large Blend |
Equity Income Risk Profiles
| Mean Deviation | 0.7546 | |||
| Standard Deviation | 1.14 | |||
| Variance | 1.3 | |||
| Risk Adjusted Performance | (0.06) |
Equity Income Against Markets
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.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |