Understanding Dividend Paying Stocks

Lisa Ramirez, Partner, Portfolio Manager, and Analyst at Denver Investments/Westcore Funds explains some of the benefits of dividend paying stocks and why investors tend to overlook them.

Read our Deconstructing Dividends: A Closer Look at the Virtues of Dividend-Paying Stocks white paper to learn more compelling evidence as to why small- and mid-cap dividend-paying stocks should be part of a diversified portfolio.

The Potential for Higher Returns with Lower Risk

Research shows that dividend-paying small- and mid-cap stocks have historically delivered higher returns with lower risk profiles.

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

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].

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.

Past performance is no guarantee of future results.

The Mid-Cap Value Fund award is granted to the fund in the Mid-Cap Value category with the highest Lipper Leader score for Consistent Return over the 3-year period as of 11/30/2016. Other share classes may have different performance and expense characteristics. Lipper awards are granted annually to the funds in each Lipper classification that achieve the highest score for Consistent Return, a measure of funds’ historical risk-adjusted returns, relative to peers.

From Thomson Reuters Lipper Awards, ©2017 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited.

Lipper, a wholly owned subsidiary of Thomson Reuters, is a leading global provider of mutual fund information and analysis to fund companies, financial intermediaries and media organizations.

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