A Value Approach Focused on Dividend Growth and Dividends
An all-equity fund pursuing:

  • Above-market monthly income by investing in market-leading value companies with high dividend-growth opportunities and above-market yield.
  • Dividend-growth potential to build wealth, provide current income and offset inflation over time.

Diversification Advantage
With a portfolio of 75 to 125 stocks, the fund’s broad diversification across all S&P market sectors, market capitalization ranges, and dividend-yield levels may help to shield investors from extreme volatility and underperformance in any one company or area of the market.

Pursuing Solid Performance Across Market Cycles
Pursuing the most efficient portfolio from a risk/return perspective, the fund seeks to deliver active participation in up markets and competitive performance in down markets.