Deconstructing Dividends:

Six Reasons to Consider Dividend Paying Stocks

Research shows that allocating a portion of investable assets to dividend-paying stocks has the potential to enhance a portfolio’s overall risk/return profile. Our Deconstructing Dividends: Six Reasons to Consider Dividend-Paying Stocks white paper presents compelling evidence as to why small- and mid-cap dividend-paying stocks should be part of a diversified portfolio.

Our research shows that dividend-paying small- and mid-cap stocks:

  • Historically deliver higher returns compared to non-dividend-paying stocks.

  • Demonstrate lower risk profiles relative to non-dividend-paying stocks.

  • Have the ability to participate in up markets while preserving capital in down markets.

  • Are lowly correlated with other equity classes, making them good portfolio diversifiers.

  • Typically are attractive investments in rising rate environments.

  • Enables our investment team to potentially amplify the positive impact these stocks have on an investor’s portfolio

 

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Learn more about our mutual funds that invest solely in the stocks of companies that pay a dividend:

Quantitative Equity

Westcore Global Large-Cap Dividend Fund

World Stock

Retail class: WTMVX
Institutional class: WIMVX

The Westcore Global Large-Cap Dividend Fund invests primarily in large well-established, dividend-paying companies, both in the United States and in developed foreign markets.

Fund Info

Fund Link

Value Equity

Westcore Mid-Cap Value Dividend Fund

Mid-Cap Value

Retail class: WTMCX
Institutional class: WIMCX

The Westcore Mid-Cap Value Dividend Fund invests primarily in medium-sized, dividend-paying companies whose stocks appear to be undervalued.

Fund Info

Fund Link

Value Equity

Westcore Smid-Cap Value Dividend Fund

Smid-Cap Value

Retail class: WTSDX
Institutional class: WISDX

The Westcore Smid-Cap Value Dividend Fund invests primarily in the stocks of small- to medium-sized dividend-paying companies that appear to be undervalued.

Fund Info

Fund Link

Value Equity

Westcore Small-Cap Value Dividend Fund

Small-Cap Value

Retail class: WTSVX
Institutional class: WISVX

The Westcore Small-Cap Value Dividend Fund invests primarily in the stocks of small, dividend-paying companies that appear to be undervalued.

Fund Info

Fund Link

NEW FUND RISK: The Westcore Smid-Cap Value Dividend Fund was launched effective December 16, 2016. There can be no assurance that the Fund will grow to or maintain an economically viable size. There may be limited or no performance history for investors to evaluate.

Effective April 29, 2016, new investors may again purchase shares of the Westcore Small-Cap Value Dividend Fund [WTSVX, WISVX].

The Westcore Global Large-Cap Dividend Fund was formerly named the Westcore Blue Chip Dividend Fund.

Investing in small- and mid-cap funds generally will be more volatile and loss of principal could be greater than investing in large-cap funds. 

Dividends are not guaranteed. A company’s future abilities to pay dividends may be limited and a company may cease paying dividends at any time.

Investments in foreign companies are subject to special risks, including currency fluctuations, social, economic, and political uncertainties, which could increase volatility.

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