B
Torray Equity Income Fund TORYX
NASDAQ
Recommendation
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Fund Information
Fund Type
Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
500
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Systematic Withdrawal Plan, Automatic Investment Plan, Phone Exchange, Wire Redemption, Retirement Investment
Top Holdings
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Performance
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Company Information
Provider
Torray Investment Partners LLC
Manager/Tenure
(Years)
Shawn M. Hendon (9), Jeffrey D. Lent (5), Brian Zaczynksi (0)
Address
7501 Wisconsin Avenue
Bethesda MD - 20814-6523
Country
United States
Phone Number
301-493-4600
Investment Strategy
The investment seeks to build investor wealth over time, with a particular focus on the level and growth of current income. The fund invests principally in common stock of large capitalization domestic companies characterized by operating profitability, conservative financial structures, sustainable dividend policies and shareholder-oriented management. Investments are held as long as the issuers’ fundamentals remain intact, and the fund believes issuers’ shares are reasonably valued.