标题: [转贴] Some Equity-Income Funds Have Already Bitten Apple [打印本页] 作者: dvork 时间: 2012-3-22 23:43 标题: Some Equity-Income Funds Have Already Bitten Apple
Apple's (AAPL) almost five-fold jump in its share price over the past three years has boosted the results of most large cap growth funds. The stock is both a significant holding (5.6% of assets for the average large-cap growth fund) and the category's top performance contributor during that time period.
Now, though, Apple's announcement that it will use some of its $100 billion cash position to pay a dividend could affect another group of funds: equity-income offerings.
Equity-income funds primarily focus on dividend-paying stocks. The positions aren't that large. Indeed, even Apple's 20% increase over the past month hasn't catapulted most of them to the top of the category rankings in 2012. What isn't apparent from the table, though, is what Apple is doing in these portfolios in the first place. After all, it just announced it would start paying a dividend.
