STRATEGY PROFILE

Income Stock
The Income Stock strategy focuses on identifying stocks that offer compelling dividend growth, solid fundamentals and attractive valuations by employing a forward-looking, bottom-up investment process. Reflective of its institutional heritage, the team's conservative investment approach endeavors to balance dividend growth and yield while ensuring a valuation-sensitive stock-selection discipline. Our objective is to outperform the U.S. large-cap equity market while offering a dividend yield more than 50% above that of the S&P 500 Index.
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S&P 500 Index
April 2011
Fact Sheet