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Income Stock

Active Equity
  • Benchmark S&P 500® Index
  • Inception Date April 2011

Portfolio Managers

Strategy Overview

The Income Stock strategy focuses on identifying stocks that offer sustainable, high-dividend yields, compelling dividend growth, solid fundamentals and attractive valuations by employing a forward-looking, bottom-up investment process. We seek to outperform the US large cap equity market while offering a dividend yield more than 50% above that of the S&P 500 Index.

Please note that all investment strategies involve risk.

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.