ABOUT THIS FUND
A large-cap equity total return fund that seeks to provide dampened volatility by delivering a fund of high-quality companies – defined by revenue growth, earnings growth and dividend increases. We believe these companies tend to participate in market gains while being potentially resilient on the downside.
WHY INVEST IN THIS FUND
Holds blue chips to a higher standard
Actively managed portfolio of 60 to 80 companies we believe are differentiated and have a history of dividend growth, financial stability, high free cash flow and intelligent capital allocation to fund growth and pay dividends.
Seeks resilient companies to help cushion against market uncertainty
Core allocation with a focus on high-quality, dividend-growth companies potentially benefiting from secular growth trends. By investing in these companies, the portfolio may be resilient to downside volatility and unmanaged market uncertainty.
Experienced team with track record of success
Over half a century of combined investment experience finding dividend-growth opportunities through a variety of market cycles and economic conditions and with a record of competitive risk-adjusted excess returns.
Dividend Growers Have Had Higher Returns with Less Risk
Annualized Monthly Returns and Standard Deviation of S&P 500 Stocks by Dividend Category
Dividend policy indices are equal-dollar-weighted with monthly rebalancing.
Past performance is no guarantee of future results.
Source: Ned Davis Research (March 1972-April 2019)