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