Large Cap Value Dividend Select

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.

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.

Portfolio Management

Donald Nesbitt, CFA

Chief Investment Officer — ZCM Equity Group, Senior Portfolio Manager

Christian Greiner, CFA

Senior Portfolio Manager

Gary Hurlbut, CFA

Senior Portfolio Manager

Equity Analyst

Snapshot

Benchmark: Russell 1000 Value
Inception Date: July 1, 2004
Investment Team: ZCM Equity 

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