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Wednesday, 19 June 2013

Information About Dividend Funds

By Cleveland Jernigan


If a company has stockholders and makes a profit, this money might be reinvested in making corporate improvements. However, corporations also pay out dividends to their stockholders, which is a portion of the profits. Usually this is given out as cash or perhaps a store credit if the corporation is a retail entity. Sometimes extra shares of stocks are given as a dividend, and rarely, but sometimes, a company will offer a specific service or a product as a dividend.

If you are searching for an investment in a corporation that pays dividends, there are many different options. If you wish to minimize your investment risk, you might consider opting for a dividend mutual fund. Mutual funds are highly diversified, which means the fund invests in many different companies and doesn't rely on profitability of a single corporation. A growth mutual fund will only pay out when you sell your shares, while a dividend mutual fund will pay dividends throughout the time you are a participant in the fund, provided the fund's securities make a profit.

As they say, death and taxes are two of the only certainties in life, and the latter is certainly true of dividend mutual funds. Taxes are levied on dividends, unless these investments fall under specific types of retirement plans. The dividends are taxed at your ordinary income tax rate, rather than the rate affixed to long-term capital gains. Despite this, dividend funds can be an excellent option for those who need extra money in the present, such as a retiree who wants to add to their income.

Inflation, like taxes, is just something that we have to endure. However, you can invest in an inflation managed dividend fund that seeks to grow at a rate that will exceed the inflation rate. The fund managers choose a wide variety of companies that have shown a solid high cash flow return on investment, or CFROI, and ones with an inflation-adjusted CFROI that has been at around 10 percent or higher for at least 10 years. These companies typically are found in industries such as pharmaceuticals, oil, tobacco, cleaning products and other strong consumer areas.

You can also look for a dividend fund that is based in a certain industry sector or a specific area of the world. For example, a dividend fund might invest solely in holdings located in the Asia Pacific region. This type of Asia fund will invest in a variety of companies that pay dividends, and many countries and industry sectors will be included. Generally companies from mainland China and also from Hong Kong will be included, as well as South Korea, Taiwan, Malaysia and other key nations experiencing economic growth at a solid rate.

One benefit to mutual funds in general is that they are managed professionally, which saves you the trouble of finding solid investments and monitoring the investments daily. Talk to your broker about the many different dividend-paying options that you might want to consider.




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