Insights
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Dividend Growth and the Quest for Yield
Not only do they offer quality stocks and historical outperformance, dividend growers can offer attractive yields too. Our 10-year analysis of effective yields makes a compelling case for the yield potential of dividend growers.
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The Shortcomings of Short Term High Yield Bonds
Short term high yield bond funds limit interest rate risk, but also returns from credit exposure. Interest rate hedged strategies may offer a better solution.
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Dividend Investing With All-Weather Potential
There are generally two types of dividend investing strategies—dividend growers and high dividend yielders. With heightened concerns about interest rates, the differences between them are critical. One may be more susceptible to negative effects from rising rates, while the other may provide an all-weather solution with better performance.
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How Investment Grade Bond Investments Have Stacked Up
As rates rise, many investors move to short-term bond funds to reduce their interest rate risk. But there is a way to virtually eliminate interest rate risk—with interest rate hedged bond funds. See how a rate hedged portfolio fares when rates rise.
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Mid Caps: Hitting the Sweetest Spot with Dividend Aristocrats
Mid-cap equities are often referred to as the “sweet spot” between the lower risk of large caps and the greater rewards of small caps. The S&P MidCap 400 Dividend Aristocrats Index, which filters for consistent dividend growth, may make that sweet spot even sweeter—Only 12% make the cut.
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How High Yield Bond Strategies Stacked Up
Short-term bond funds reduce interest rate risk, but interest rate hedged bond funds take that risk to near zero. See how a high yield bond strategy fared when rates rose.
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Rules-Based Stock Screening Beat the Market
Most active managers don't beat the market. But there is an approach that has outperformed the S&P 500 consistently over time. The S&P 500 Dividend Aristocrats Index uses a strict stock screen to identify high-quality companies.
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The Shortcomings of Short-term Bond Funds
Short-term bond funds limit interest rate risk, but also returns from credit exposure. Interest rate hedged strategies may offer a better solution.
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Consistency: What Rolling Returns Say about Dividend Aristocrats
Looking at rolling returns can help investors better assess performance. Historically, three-year rolling returns for the S&P 500 Dividend Aristocrats revealed they’ve outperformed in 95% of three-year rolling periods since inception.