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Top Growth/Income Equity Funds
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ShareToday we are featuring top-performing "Growth/Income" equity mutual funds, which primarily invest in equity securities of companies and place equal weight on capital growth and current income objectives.
Investors can find such funds by checking out the entire list of the Zacks #1 Rank Growth/Income Equity Funds.
3 Solid Options
Yacktman Fund (YACKX) was incepted in July 1992 and seeks long-term capital appreciation and, to a lesser extent, current income. It may invest in companies of any capitalization.
The fund invests primarily in equities, including convertibles, of growth companies at what it believes to be low prices. It may also invest in short-term money markets for income and long-term, high-quality debt for growth.
The fund's key holdings include Microsoft Corp. (MSFT), AmeriCredit Corp. (ACF) and Coca-Cola Co. (KO).
JPMorgan Investor Conservative Growth A (OICAX) seeks income and capital appreciation by investing in a diversified group of mutual funds within the same group of companies that invest primarily in fixed income and equity securities.
The fund invests primarily in JPMorgan bond funds, with a smaller portion of assets in JPMorgan equity and money market funds. It offers broad diversification across asset classes, mutual funds, industries and securities.
Bala S. Iyer has been lead manager at the fund since its inception in December 1996. The fund's total returns have outperformed its benchmark index in the last 1-, 3-and 5-year periods.
Gateway A (GATEX) seeks to capture a substantial portion of the long-term total return potential of equities, while limiting portfolio volatility to a level similar to that of long-term bonds.
The fund may invest in all the 500 stocks included in the S&P 500 Index. As of December 2008, its portfolio turnover was 38%.
Unit holders have to make a minimum initial investment of $2,500 to enter this Zacks#1 Rank ("Strong Buy") fund. It has an expense ratio of 0.94%.
Discover Many More Funds
Learn more about the new Zacks Mutual Fund Rank and discover some of the best market-beating mutual funds by browsing our new mutual funds section. This part of Zacks.com offers a variety of tools, including mutual fund research, a new mutual fund screener, helpful answers to frequently asked questions and quick access to prospectuses and other information.
By applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward.
Read the full analyst report on YACKX
Read the full analyst report on OICAX
Read the full analyst report on GATEX
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| Market Summary | Feb 10, 2012 14:17 pm ET |