Equity Income Portfolio Fund Quote
| GEQIX Fund | USD 14.78 0.07 0.47% |
PerformanceWeak
| Odds Of DistressLow
|
Equity Income is trading at 14.78 as of the 22nd of March 2025; that is 0.47% down since the beginning of the trading day. The fund's open price was 14.85. Equity Income has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The portfolio invests, under normal market circumstances, at least 80 percent of the value of its net assets in income-producing equity securities, such as common and preferred stocks. It primarily invests in U.S. large cap companies with market capitalizations, at the time of purchase, within the market capitalization range of any stock in either the Russell 1000 Index or the SP 900 Index, and that have a dividend yield above the SP 500 Index at the time of purchase.. More on Equity Income Portfolio
Moving together with Equity Mutual Fund
Equity Mutual Fund Highlights
| Fund Concentration | Glenmede Funds, Large Value Funds, Large Value, Glenmede (View all Sectors) |
| Update Date | 31st of March 2025 |
Equity Income Portfolio [GEQIX] is traded in USA and was established 22nd of March 2025. Equity Income is listed under Glenmede category by Fama And French industry classification. The fund is listed under Large Value category and is part of Glenmede family. This fund currently has accumulated 19.9 M in assets under management (AUM) with no minimum investment requirementsEquity Income Portfolio is currently producing year-to-date (YTD) return of 0.96% with the current yeild of 0.02%, while the total return for the last 3 years was 7.75%.
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 Portfolio 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 Portfolio Mutual Fund Constituents
| MCD | McDonalds | Stock | Consumer Discretionary | |
| ADI | Analog Devices | Stock | Information Technology | |
| IBM | International Business Machines | Stock | Information Technology | |
| LLY | Eli Lilly and | Stock | Health Care | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| CL | Colgate Palmolive | Stock | Consumer Staples | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| AMGN | Amgen Inc | Stock | Health Care |
Equity Income Portfolio Risk Profiles
| Mean Deviation | 0.7685 | |||
| Standard Deviation | 1.26 | |||
| Variance | 1.59 | |||
| Risk Adjusted Performance | (0.08) |
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.
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites |