angle-left null Equity Income

Equity Income

Active Equity
  • Benchmark S&P 500® Value Index
  • Inception Date May 1998

Portfolio Managers

Strategy Overview

The Equity Income strategy focuses on identifying stocks that offer compelling dividend growth, solid fundamentals and attractive valuations by employing a forward looking, bottom-up investment process. We seek to outperform the S&P 500 Value Index while offering a dividend yield greater than the S&P 500.

Please note that all investment strategies involve risk.

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.