Equity Income Fund Analysis
PEIIX Fund | USD 45.37 0.15 0.33% |
Equity Income Fund is fairly valued with Real Value of 45.0 and Hype Value of 45.37. The main objective of Equity Income fund analysis is to determine its intrinsic value, which is an estimate of what Equity Income Fund is worth, separate from its market price. There are two main types of Equity Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Equity Income Fund. On the other hand, technical analysis, focuses on the price and volume data of Equity Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Equity Income mutual fund is traded in the USA on NMFQS Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
Equity |
Equity Mutual Fund Analysis Notes
The fund generated five year return of 11.0%. Equity Income maintains 98.23% of assets in stocks. This fund last dividend was 0.16 per share. Large Value To find out more about Equity Income Fund contact the company at 800-222-5852.Equity Income Investment Alerts
Equity Market Capitalization
The company currently falls under '' category with a current market capitalization of 0. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Equity Income's market, we take the total number of its shares issued and multiply it by Equity Income's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.Top Equity Income Fund Mutual Fund Constituents
FNF | Fidelity National Financial | Stock | |
AAPL | Apple Inc | Stock | |
HRL | Hormel Foods | Stock | |
VZ | Verizon Communications | Stock | |
TSN | Tyson Foods | Stock | |
RHHBY | Roche Holding Ltd | OTC Stock | |
PH | Parker Hannifin | Stock | |
PCAR | PACCAR Inc | Stock | |
MRK | Merck Company | Stock | |
MDT | Medtronic PLC | Stock | |
MCHP | Microchip Technology | Stock | |
KKR | KKR Co LP | Stock | |
JPM | JPMorgan Chase Co | Stock | |
FRC | FIRST REP BK | Stock | |
DLR | Digital Realty Trust | Stock | |
DIS | Walt Disney | Stock | |
DE | Deere Company | Stock | |
COST | Costco Wholesale Corp | Stock | |
CB | Chubb | Stock | |
BLK | BlackRock | Stock | |
ABT | Abbott Laboratories | Stock | |
EPD | Enterprise Products Partners | Stock | |
ALV | Autoliv | Stock | |
DFS | Discover Financial Services | Stock | |
USB | US Bancorp | Stock | |
PNC | PNC Financial Services | Stock | |
MPC | Marathon Petroleum Corp | Stock | |
HAS | Hasbro Inc | Stock |
Institutional Mutual Fund Holders for Equity Income
Have you ever been surprised when a price of an equity instrument such as Equity Income is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Equity Income Fund backward and forwards among themselves. Equity Income's institutional investor refers to the entity that pools money to purchase Equity Income's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
PPLIX | Principal Lifetime 2050 | Mutual Fund | Target-Date 2050 | |
PTDIX | Principal Lifetime 2040 | Mutual Fund | Target-Date 2040 | |
PTBAX | Principal Lifetime 2020 | Mutual Fund | Target-Date 2020 | |
PTDJX | Principal Lifetime 2040 | Mutual Fund | Target-Date 2040 | |
LTRVX | Principal Lifetime 2045 | Mutual Fund | Target-Date 2045 | |
PLTJX | Principal Lifetime 2030 | Mutual Fund | Target-Date 2030 | |
PLTZX | Principal Lifetime 2060 | Mutual Fund | Target-Date 2060+ | |
LTINX | Principal Lifetime 2015 | Mutual Fund | Target-Date 2015 |
Technical Drivers
As of the 5th of December, Equity Income shows the Downside Deviation of 0.5013, coefficient of variation of 577.3, and Mean Deviation of 0.49. In respect to fundamental indicators, the technical analysis model provides you with a way to check existing technical drivers of Equity Income, as well as the relationship between them.Equity Income Price Movement Analysis
The output start index for this execution was nine with a total number of output elements of fifty-two. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Equity Income middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Equity Income. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
Equity Income Outstanding Bonds
Equity Income issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Equity Income uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Equity bonds can be classified according to their maturity, which is the date when Equity Income Fund has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Equity Income Predictive Daily Indicators
Equity Income intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Equity Income mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Daily Balance Of Power | (9,223,372,036,855) | |||
Rate Of Daily Change | 1.0 | |||
Day Median Price | 45.37 | |||
Day Typical Price | 45.37 | |||
Price Action Indicator | (0.07) | |||
Period Momentum Indicator | (0.15) | |||
Relative Strength Index | 59.39 |
Equity Income Forecast Models
Equity Income's time-series forecasting models are one of many Equity Income's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Equity Income's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About Equity Mutual Fund Analysis
Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Equity Income prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Equity shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Equity Income. By using and applying Equity Mutual Fund analysis, traders can create a robust methodology for identifying Equity entry and exit points for their positions.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in dividend-paying equity securities at the time of purchase. It usually invests in equity securities of companies with large and medium market capitalizations. The fund invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued.
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As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our mutual fund analysis tools, you can find out how much better you can do when adding Equity Income to your portfolios without increasing risk or reducing expected return.Did you try this?
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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.
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