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Henderson Global Equity Income A (HFQAX) Fund Ranking and Research

Ranking, Research and Recommendation of Henderson Global Equity Income A (HFQAX) Fund

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Graph of Henderson Global Equity Income A Fund (HFQAX) ManagerFund Manager - Alex Crooke

Fund Manager Information

Fund Manager Tenure: 11.0 years
Similar Funds: HFQCX 
Fund Family: Henderson Global
Fund Category: Foreign Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.82)     (What does this score mean?)
Alex Crooke has a degree in Physics with Astrophysics from Manchester University. He began his professional career in 1990 at Equitable Life Assurance Society as an Investment Analyst initially covering US equities, moving to UK equities after two years. In 1994, he joined Henderson Global Investors as UK portfolio manager of Witan Investment Trust in addition to managing various unit trusts. He took over the management of Henderson High Income Investment Trust in 1996 and, in 2001, became the manager of Bankers Investment Trust.  Get more insights on Alex Crooke

 

Graph of Henderson Global Equity Income A Fund (HFQAX) ProfileHenderson Global Equity Income A Fund (HFQAX) Profile

Fund Profile and Description

Henderson Global Equity Income A Fund seeks to achieve a high level of current income. Henderson Global Equity Income A Fund invests at least 80% of net assets in a portfolio of income-producing equity securities, such as common and preferred dividend-paying stocks. It invests in U.S. and non-U.S. issuers and has no specific policy on the number of different countries in which it will invest but intends to invest in at least three different countries. Henderson Global Equity Income A Fund seeks to invest in securities that the managers believe have the potential for growth of income and capital over time for its investments in common stocks.

 

Henderson Global Equity Income A (HFQAX) Fund Strength What we like about Henderson Global Equity Income A (HFQAX) Fund

Data for Henderson Global Equity Income A Fund (HFQAX) as of May 30, 2016

  • Henderson Global Equity Income A Fund (HFQAX) management has been with Henderson Global Equity Income A Fund for 11.0 years
  • Henderson Global Equity Income A Fund (HFQAX) has good short-term performance (1-year return -3.78% vs -10.73% Foreign Large Value category median performance)
  • Henderson Global Equity Income A Fund (HFQAX) has good mid-term performance (3-year return 4.09% vs 0.92% Foreign Large Value category median performance)
  • Henderson Global Equity Income A Fund (HFQAX) has good Long-term performance (5-year return 5.08% vs 0.77% Foreign Large Value category median performance)
  • Henderson Global Equity Income A Fund (HFQAX) has a Morningstar rating of 4 and above
  • Asset base in Henderson Global Equity Income A Fund (HFQAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Henderson Global Equity Income A Fund (HFQAX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.72, lower than category average of 13.15
  • Henderson Global Equity Income A Fund (HFQAX) has a lower expense ratio than its Foreign Large Value average: 1.09% vs 1.21%

Henderson Global Equity Income A Fund (HFQAX) Weakness What we are cautious about Henderson Global Equity Income A (HFQAX) Fund

Data for Henderson Global Equity Income A Fund (HFQAX) as of May 30, 2016

  • Henderson Global Equity Income A Fund (HFQAX) ratio of up-years vs down years can be improved
  • Henderson Global Equity Income A Fund (HFQAX) has an annual stock turnover rate of 127.00% that is higher than the Foreign Large Value average of 53.85%. This could mean Henderson Global Equity Income A is more nimble, but also signal potential high tax impact and high trading fees
  • Henderson Global Equity Income A Fund (HFQAX) carries a 5.75% load
See Henderson Global Equity Income A Fund (HFQAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Henderson Global Equity Income A Fund (HFQAX)Compare with other top Foreign Large Value category mutual funds

Aadditional top Foreign Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Henderson Global Equity Income A3.27-3.784.095.08
Domini International Social Equity A (DOMAX)2.62-4.844.984.31Compare
Brandes International Equity I (BIIEX)2.13-9.473.682.47Compare
Delaware Pooled International Equity (DPIEX)2.44-9.802.892.35Compare

See top fund managers for Foreign Large Value Category Funds

 

Compare Henderson Global Equity Income A Fund (HFQAX)Compare with Foreign Large Value category ETFs

Some Foreign Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares FTSE RAFI Dev Mkts ex-US ETF (PXF)000
RevenueShares ADR ETF (RTR)000
SPDR S&P International Dividend ETF (DWX)000
WisdomTree Commodity Country Equity ETF (CCXE)000
WisdomTree Intl Div ex-Fincls ETF (DOO)1.60%-11.71%0.66%

 

Graph of Henderson Global Equity Income A Fund (HFQAX) Net Asset TrackingHenderson Global Equity Income A (HFQAX) Fund Net Asset

Track net asset change of Henderson Global Equity Income A fund (HFQAX)

DateNet Asset
05/2016$3.98B
03/2016$3.69B
02/2016$3.46B
More historic net asset information on Henderson Global Equity Income A Fund (HFQAX)

  

Graph of Henderson Global Equity Income A Fund (HFQAX) Portfolio TrackingHenderson Global Equity Income A (HFQAX) Fund Portfolio Allocation

Track portfolio allocation change of Henderson Global Equity Income A fund (HFQAX)

DateCashStockBondOther
04/20162.33%95.89%0%1.78%
02/20163.69%94%0%2.31%
01/20163.51%95%0%1.49%
Click here to see more historic asset allocation information on Henderson Global Equity Income A Fund (HFQAX)

 

graph of Henderson Global Equity Income A Fund (HFQAX) Top 10 Position TrackingTop 10 Holdings in Henderson Global Equity Income A (HFQAX) Fund

Discover what Henderson Global Equity Income A Fund (HFQAX) manager is buying

Apr 29, 2016
Sanofi SA [2.76%]
Royal Dutch Shell PLC Class A [2.47%]
Philip Morris International Inc [2.32%]
SX5E/AXA BANQUE 25 [2.1%]
Allianz SE [2.06%]
NOVARTIS AG BASL [2.06%]
British American Tobacco PLC [2.06%]
Bayer AG [1.94%]
Spark New Zealand Ltd [1.94%]
BP PLC [1.91%]

Feb 28, 2016
ROCHE HLDG AG DIV RT [2.95%]
NOVARTIS AG BASL [2.86%]
British American Tobacco PLC [2.43%]
HSBC Holdings PLC [2.43%]
NESTLE SA CHAM ET VE [2.4%]
Royal Dutch Shell PLC Class A [2.28%]
Verizon Communications Inc. Com [2.11%]
BAE Systems PLC [2.04%]
DUET Group [1.98%]
Sanofi SA [1.94%]

Jan 30, 2016
NOVARTIS AG BASL [3.27%]
ROCHE HLDG AG DIV RT [2.94%]
HSBC Holdings PLC [2.83%]
British American Tobacco PLC [2.61%]
Royal Dutch Shell PLC Class A [2.3%]
BAE Systems PLC [2.22%]
Verizon Communications Inc. Com [2.18%]
GlaxoSmithKline PLC [2.14%]
BP PLC [2.12%]
DUET Group [2.11%]
Click here for Stock Holding Change Map in Henderson Global Equity Income A Fund (HFQAX)

  

Latest News on Henderson Global Equity Income A (HFQAX) Fund

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Henderson Global Equity Income A Fund (HFQAX) Related ResourcesSee more information on Henderson Global Equity Income A (HFQAX) Fund

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