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Equity Perspectives

video

Here's a look at the crucial role dividends play in equity investing—and at a dividend strategy designed to provide attractive income and diversified long-term growth.

Transcript

Speaker: Welcome to Lord Abbett’s Investment Playbook.
Please see the Disclosure section of this video for important information.
Dividends, which represent payments to common stockholders from corporate profits, are an important component of equity investing. Let’s look under the hood of dividend investing, get to know three important types of dividend stocks, and learn how combining them could help fine-tune growth and income in an equity portfolio.

Speaker:  To understand the power of dividend paying stocks, it’s helpful to compare them to those that don’t pay dividends. Over the last 40 years, dividend paying stocks have provided higher return than non-dividend payers, while also displaying lower risk, as measured by standard deviation.

Speaker:  Of course, price appreciation plays a crucial role in long-term stock returns.  But only dividend-paying stocks offer the compounding effect of reinvested dividends.

Speaker: In fact, over the past 80 years, reinvested dividends have accounted for 45% of cumulative return by decade, on average. 

Speaker: This reflects the fact that dividends have consistently risen independently of stock prices.  In 88% of the years since 1946, dividends have increased.

Speaker: This consistent growth also has made dividends a powerful source of income.  Let’s track a $10,000 investment in a portfolio of stocks in 1976. Taking only the dividend payments would have resulted in $461 in income the first year.  But as the dividends grew over time, so did the income; by 2014, dividend income grew to $4,452—over nine times the first year’s amount.  Meanwhile, the initial $10,000 investment grew more than twenty-fold during this time.
By contrast, a $10,000 investment in high-quality bonds provided higher income in the early going, but ultimately lagged that of stocks by a significant amount and the underlying portfolio failed to grow in value.

Speaker: We’ve shown that dividend investing can offer portfolio growth, income, and growth of income.  Here are three types of dividend stocks which can drive that performance.  Let’s see how they get you there.
We’ll begin with U.S. Dividend-Paying Value Stocks.

Speaker: We saw earlier that U.S. dividend-paying stocks outperform non-dividend payers over the long run.  Let’s see how that translates into portfolio growth.

We believe that the higher growth shown here can be enhanced through a value approach— one that actively selects under-valued stocks with sustainable dividends.

Speaker:
Next, we’ll move on to High-Quality U.S. Companies with Dividend Growth.
Companies that have grown their dividends consistently are commonly categorized as high-quality. As a result, stocks of these companies tend to be less risky, and have displayed 22% less downside in bad markets.  

So a portfolio that actively selects dividend growers might provide a smoother route to steady and growing income.

Speaker:
Now we’ll continue to our third destination, International High-Dividend Stocks.
Dividend-paying stocks of non-U.S. companies can dramatically increase opportunities for yield.  Most of the world’s stocks that yield greater than 4% have been found outside of the U.S. The approach provides managers with a world of opportunities to select appealing dividend-paying stocks.

Each of the three types of dividend approaches we’ve highlighted  is reflected in a specific Lord Abbett fund:

  1. The Affiliated Fund focuses on U.S. dividend-paying value stocks
  2. The Calibrated Dividend Growth Fund  emphasizes high-quality companies with a history of consistently raising their dividends
  • And the International Dividend Income Fund seeks to capitalize on higher yields outside the U.S.

When all three are combined in an equal blend, the result is a growth and income strategy we call The Total Dividend Approach.

What are the potential benefits of this professionally managed approach? 

  • Attractive income today
  • Rising income for tomorrow, and 
  • Long-term portfolio growth.

Let’s see this in action.  Over the past six years a $10,000 investment in the Total Dividend Approach provided attractive income and growth of income, while the value of the underlying portfolio increased over the period.
For investors searching for current income in a low-yield world—and the potential for long-term capital appreciation—a total dividend approach could be just the right vehicle.

Speaker: Please note that past performance is no guarantee of future results. The three underlying funds in the Total Dividend Approach each have their own respective performance, fees, and risks.  Please consult with your financial advisor and read the prospectus before making an investment.
This has been Lord Abbett’s Investment Playbook. Thank you for watching.
Interested in learning more about dividend investing? Visit lordabbett.com or download our Perspectives app for the iPad from the Apple App Store.

Disclosure for Charts Depicted in This Broadcast

Source: Strategas Research Partners LLC, Morningstar, Factset, Ned Davis Research Inc.

Charts 1 & 5 © Copyright 2015 Ned Davis Research, Inc. Further distribution prohibited without prior permission. All rights reserved, See NDR disclaimer at www.ndr.com/copyright.html For data vendor disclaimers refer to www.ndr.com/vendorinfo.html

Past performance is no guarantee of future results. The returns shown in these charts do not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. The historical data are for illustrative purposes only and do not represent the performance of any Lord Abbett mutual fund or any particular investment, and are not intended to predict or depict future results. The value of investments in equity securities will fluctuate in response to general economic conditions and to changes in the prospects of particular companies and/or sectors in the economy. Dividends are not guaranteed and may be increased, decreased or suspended altogether at the discretion of the issuing company.

The first chart depicted in this video shows the risk/return profile (annualized total return versus standard deviation) of dividend-paying stocks versus non-dividend paying stocks in the S&P 500. Average annual returns and annualized standard deviation are based on subcomponents of the S&P 500 Index, equal-weighted on a total return basis, for the period January 31, 1972-December 31, 2014. The chart uses actual annual dividends to identify dividend-paying stocks and is rebalanced annually. The dividend policy for each stock is determined on a rolling 12-month basis. The periods shown do not represent the full history of the S&P 500 Index.

The second chart shows the breakdown of contributions to the cumulative total return of the S&P 500® Index by price and reinvested dividends by decade from January 1, 1930-December 31, 2014.

The third chart shows the average percentage of total returns represented by reinvested dividends per decade over the period depicted in the second chart.

The fourth chart depicts annual income from  sample portfolios of $10,000 invested on January 1, 1976, through December 31, 2014, in (1) the S&P 500 Index and (2) the Barclays U.S. Aggregate Bond Index.

The fifth chart depicts the growth of a $10,000 investment on January 1, 1972, through December 31, 2014 in the S&P 500 Index, broken down by contributions from dividend-paying stocks and non-dividend-paying stocks.

The sixth chart shows the five-year downside capture ratio of dividend growers (as represented by the S&P 900 10-Year Dividend Growth Index) versus the S&P 500 Index, as of December 31, 2104. The S&P 900® 10-Year Dividend Growth Index is a subset of the S&P 900 Index. The index consists of large and midsize companies that have a 10-year history of dividend issuance and growth, and that meet certain other criteria. The Dividend Growth Index represents a considerably narrower investable universe than the S&P 900 Index because of these stringent criteria. The Dividend Growth Index is a custom index that was developed at the request of Lord Abbett. The Dividend Growth Index is the exclusive property of Standard & Poor’s Financial Services LLC. Under a contract with Lord Abbett, S&P administers, maintains, and calculates the Dividend Growth Index. S&P and its affiliates shall have no liability for any errors or omissions in calculating the index.

The seventh chart shows the global distribution (U.S. versus non-U.S.) of the highest dividend-paying stocks in the world, based on the universe of companies with a market capitalization of $1.5 billion or greater as of December 31, 2014.

The eighth chart depicts annual income and portfolio growth for the period December 31, 2008-December 31, 2014, from  a hypothetical $10,000 investment on December 31, 2008, equally divided among (1) the Lord Abbett Affiliated Fund, (2) the Lord Abbett Calibrated Dividend Growth Fund, and (3)  the Lord Abbett International Dividend Income Fund.

The ninth chart shows one-year, five-year, and 10-year (or since inception) total returns of the Affiliated Fund, the Calibrated Dividend Growth Fund, and the International Dividend income Fund, as well as expense ratios for each fund.

Dividend yield is equal to the dividend divided by the stock price. Dividend yield is one measure of a stock's value. A high dividend yield may indicate that a stock is relatively inexpensive.

Standard deviation is a measure of volatility. Applied to an asset's return, it provides a measure of the range of those returns. A higher standard deviation means a greater range of returns.

Dividend policy: A stock is classified as a dividend payer if it paid a cash dividend any time during the previous 12 months, a dividend grower if it initiated or raised its cash dividend at any time during the previous 12 months, and a non-dividend payer if it did not pay a cash dividend at any time during the previous 12 months.

Upside Capture/Downside Capture Ratio: Upside capture ratios for funds are calculated by taking the fund's monthly return during months when the benchmark had a positive return and dividing it by the benchmark return during that same month. Downside capture ratios are calculated by taking the fund's monthly return during the periods of negative benchmark performance and dividing it by the benchmark return.

The Barclays U.S. Aggregate Bond Index is an unmanaged index composed of securities from the Barclays Government/Corporate Bond Index, Mortgage-Backed Securities Index and the Asset-Backed Securities Index. Total return comprises price appreciation/depreciation and income as a percentage of the original investment. Indexes are rebalanced monthly by market capitalization.
The S&P 500® Index is widely regarded as the standard for measuring large cap U.S. stock market performance and includes a representative sample of leading companies in leading industries.

Indexes are unmanaged, do not reflect the deduction of fees or expenses, and are not available for direct investment. There is no guarantee that investors will experience the type of performance reflected above. Due to market volatility, the market may not perform in a similar manner in the future.

No investing strategy can overcome all market volatility or guarantee future results.

A Note about Risk:

Affiliated Fund: The value of investments in equity securities will fluctuate in response to general economic conditions and to changes in the prospects of particular companies, including market, liquidity, currency, and political risks. Larger companies may be unable to respond quickly to certain market developments and may have slower rates of growth as compared to smaller successful companies. A company's dividend payments may vary over time, and there is no guarantee that a company will pay a dividend at all. These factors can adversely affect Fund performance. Investments in value companies can continue to be undervalued for long periods of time and be more volatile than the stock market in general. The Fund’s performance history under its current investment strategy is very limited. The Fund's performance achieved during its initial period of investment operation under its current investment strategy may not be replicated over longer periods and may not be indicative of how the Fund will perform in the future.

Calibrated Dividend Growth Fund: The value of investments in equity securities will fluctuate in response to general economic conditions and to changes in the prospects of particular companies, including market, liquidity, currency, and political risks. Mid cap company stocks tend to be more volatile and may be less liquid than large cap company stocks. Mid cap companies typically experience a higher risk of failure than large cap companies. However, larger companies may be unable to respond quickly to certain market developments and may have slower rates of growth as compared to smaller successful companies. A company's dividend payments may vary over time, and there is no guarantee that a company will pay a dividend at all. These factors can adversely affect Fund performance. The Fund’s performance history under its current investment strategy is very limited. The Fund's performance achieved during its initial period of investment operation under its current investment strategy may not be replicated over longer periods and may not be indicative of how the Fund will perform in the future.

International Dividend Income Fund: The value of investments in equity securities will fluctuate in response to general economic conditions and to changes in the prospects of particular companies and/or sectors in the economy. The foreign securities in which the Fund primarily invests generally pose greater risks than domestic securities, including greater price fluctuations and higher transaction costs. Foreign investments also may be affected by changes in currency rates or currency controls. With respect to certain foreign countries, there is a possibility of nationalization, expropriation or confiscatory taxation, imposition of withholding or other taxes, and political or social instability that could affect investments in those countries. These risks can be greater in the case of emerging country securities. A company's dividend payments may vary over time, and there is no guarantee that a company will pay a dividend at all. The market may fail to recognize the intrinsic value of particular value or dividend-paying stocks the Fund may hold. In addition to large company stocks, the Fund may invest in mid- and small-sized stocks, which tend to be more volatile and may be less able to weather economic shifts or other adverse developments. The Fund is subject to the risks associated with derivatives, which may be different from and greater than the risks associated with investing directly in securities and other investments. These factors can affect Fund performance.
Additional Risks to Consider: The value of investments in equity securities will fluctuate in response to general economic conditions and to changes in the prospects of particular companies and/or sectors in the economy. While growth stocks are subject to the daily ups and downs of the stock market, their long-term potential as well as their volatility can be substantial. Value investing involves the risk that the market may not recognize that securities are undervalued, and they may not appreciate as anticipated. Smaller companies tend to be more volatile and less liquid than larger companies. Small cap companies may also have more limited product lines, markets, or financial resources and typically experience a higher risk of failure than large cap companies. The value of an investment in fixed-income securities will change as interest rates fluctuate and in response to market movements. As interest rates fall, the prices of debt securities tend to rise. As rates rise, prices tend to fall.
This broadcast serves as reference material for information purposes only; does not constitute an offer to acquire, solicitation for an offer to acquire, an offer to sell or solicitation for an offer to buy, any securities, nor is intended to be relied upon as a forecast, research, or investment advice on any securities, and cannot be used for any of the foregoing.
The views and opinions expressed by the Lord Abbett speaker are those of the speaker as of the date of the broadcast, and do not necessarily represent the views of the firm as a whole. Any such views are subject to change at any time based upon market or other conditions and Lord Abbett disclaims any responsibility to update such views. Neither Lord Abbett nor the Lord Abbett speaker can be responsible for any direct or incidental loss incurred by applying any of the information offered. 
The value of investments and any income from them is not guaranteed and may fall as well as rise, and an investor may not get back the amount originally invested. Please consult your investment professional for additional information concerning your specific situation.
This broadcast is the copyright © 2015 of Lord, Abbett & Co. LLC. All Rights Reserved.   This recording may not be reproduced in whole or in part or any form without the permission of Lord Abbett. Lord Abbett mutual funds are distributed by Lord Abbett Distributor LLC.

FOR MORE INFORMATION ON ANY LORD ABBETT FUNDS, CONTACT YOUR INVESTMENT PROFESSIONAL OR LORD ABBETT DISTRIBUTOR LLC AT 888-522-2388, OR VISIT US AT LORDABBETT.COM FOR A PROSPECTUS WHICH CONTAINS IMPORTANT INFORMATION ABOUT A FUND'S INVESTMENT GOALS, SALES CHARGES, EXPENSES AND RISKS THAT AN INVESTOR SHOULD CONSIDER AND READ CAREFULLY BEFORE INVESTING.

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The Power of Dividends

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