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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
3.26M% -0.60% 236.17M 26036.53
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
4.86% 89.00% -13.54M Upgrade

Basic Info

Investment Strategy
The Fund seeks a high level of current income. The Fund will invest in the securities of issuers that the Investment Adviser considers to be financially strong with reliable earnings, high dividend or distribution yields and rising dividend growth, but may invest in securities having other attributes in its discretion.
General
Security Type Closed-End Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Funds
Global Macro Equity Global
US Macro Developed Global Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Global Funds
Fund Owner Firm Name Miller/Howard Investments Inc
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
2024 *
11.80%
-14.05%
33.28%
-23.58%
41.32%
7.21%
7.86%
23.87%
27.19%
-14.20%
21.51%
10.65%
7.82%
-16.00%
15.62%
6.60%
21.70%
-17.13%
45.64%
-19.37%
29.18%
-20.82%
10.00%
25.34%
39.37%
-10.22%
30.24%
17.21%
25.23%
-20.52%
12.87%
19.58%
25.60%
-17.28%
24.06%
-5.90%
34.40%
-11.78%
28.40%
16.91%
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10.35%
-1.28%
27.97%
-1.90%
8.86%
20.81%
As of November 22, 2024. *Indicates data for the year is incomplete.

Asset Allocation

As of September 30, 2024.
Type % Net
Cash 6.69%
Stock 72.42%
Bond 5.71%
Convertible 0.00%
Preferred 0.00%
Other 15.18%
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Basic Info

Investment Strategy
The Fund seeks a high level of current income. The Fund will invest in the securities of issuers that the Investment Adviser considers to be financially strong with reliable earnings, high dividend or distribution yields and rising dividend growth, but may invest in securities having other attributes in its discretion.
General
Security Type Closed-End Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Funds
Global Macro Equity Global
US Macro Developed Global Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Global Funds
Fund Owner Firm Name Miller/Howard Investments Inc
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

View Basic Info
Start Trial

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