Disciplined Alpha Dividend

Disciplined Alpha Dividend

  • Pursues a high level of current income and long-term capital appreciation utilizing proprietary top-down and bottom-up analysis.
  • Seeks a substantially higher dividend yield than the broad market.
  • Invests primarily in 30 - 50 companies with dividend growth potential.
  • Offers the potential for competitive upside performance in strong market environments and the potential for lower downside risk in weak environments.
  • Strategy Inception: January 1, 2003

  • Portfolio Manager: James M. Russo

  • Dividend Yield: 3.82%

  • P/E Ratio: 12.28

  • Firm Assets: $367 million

  • Benchmarks: Russell 3000 Value, DJ US Select Dividend and US Fund Large Value

*Available through TD Ameritrade, Schwab and Lockwood/Pershing Managed Account Solutions.