The Large Cap Value Dividend Select style seeks to provide above-average dividend yields and diversification across major sectors of the Russell 1000 Value Index.
Large Cap Value Dividend Select invests in dividend paying stocks with market capitalization greater than $1 billion. The portfolio is managed with the dual objectives of outperforming the Russell 1000 Value Index and also producing a higher current yield than the benchmark index. The portfolio is well-diversified, with representation across all eleven of the major sectors comprising the U.S. equity market. The bottom-up security selection process seeks to invest in dividend-paying stocks that provide attractive fundamental value and demonstrate high-quality earnings growth relative to their sector peers.
(312) 380-2951
dnesbitt@zieglercap.com
Benchmark: Russell 1000 Value
Inception Date: July 1, 2004
