5 Great Dividend Mutual Funds

These five funds provide a good mix of income and appreciation

      View All  
5 Great Dividend Mutual Funds

Nicholas Equity Income

Nicholas185 5 Great Dividend Mutual FundsTicker: NSEIX
Morningstar Rating: 5 stars
Minimum investment: $500
Expenses: 0.75%
Load: None
Yield: 2.6%
Performance Summary: NSEIX is outdoing the S&P 500 by less than 1 percentage point in 2013, and by almost 3 percentage points in the past year.
Notes: A midcap fund blending both growth and value stocks, NSEIX has 87% of its portfolio invested in U.S. equities and 3.7% in foreign stocks. Top holdings include Walgreen (WAG), Kinder Morgan Inc. (KMI) and Tupperware (TUP).


Article printed from InvestorPlace Media, http://investorplace.com/2013/08/5-great-dividend-mutual-funds/.

©2014 InvestorPlace Media, LLC

Comments are currently unavailable. Please check back soon.