Large Cap Value Dividend Select

Objective

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.

Overview

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.

Portfolio Management

Donald Nesbitt, CFA

CIO - ZCM Equity Group,
Senior Portfolio Manager

 (312) 380-2951
 dnesbitt@zieglercap.com

Christian Greiner, CFA

Senior Portfolio Manager

 (312) 883-0826
 cgreiner@zieglercap.com

Gary Hurlbut, CFA

Senior Portfolio Manager

 (314) 797-5677
 ghurlbut@zieglercap.com

Snapshot

Benchmark: Russell 1000 Value
Inception Date: July 1, 2004

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