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Equity Income

Summary

Summary

KEY FACTS as of 05/31/2019


Strategy Inception Date
Jan 1950
Strategy AUM
$5.9 B
Benchmark
Russell 1000® Value Index
eVestment Universe
US Large Cap Value Equity

Vehicles


  • This strategy is available as a:
  • Separate Account
  • Mutual Fund

PORTFOLIO MANAGERS

Walter H. Prahl
Walter H. Prahl, Ph.D.

Partner & Director

34 Years of Industry Experience

pavese
Marc Pavese, Ph.D.

Partner & Portfolio Manager

19 Years of Industry Experience

Supported By 38 Investment Professionals with 18 Years Avg. Industry Experience

Related Content

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History shows that dividend-paying equities have outperformed over the long term—but chasing just the highest-yielding stocks actually has been a losing strategy.

Portfolio

Portfolio

CHARACTERISTICS as of 05/31/2019

Portfolio Index
Portfolio Index
Number of Holdings 120 721
Forward P/E 13.6x 14.0x
Earnings Growth 9.0% 9.6%
Sales Growth 3.8% 3.3%
Return on Equity 14.9% 12.6%
Weighted Average Mkt. Cap $112.8 B $122.2 B

Performance

Performance

Calibrated Equity Income Institutional Composite

Average Annual Returns as of 04/30/2019

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 14.69% 9.13% 12.50% 9.31% - 10.81%
Net of Fees 14.42% 8.33% 11.67% 8.50% - 9.99%
Russell 1000® Value Index 15.90% 9.06% 10.97% 8.27% - 9.99%

Calendar Year Returnsas of 04/30/2019

2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Gross of Fees -6.77% 16.98% 18.21% -3.47% 12.90% - - - - -
Net of Fees -7.46% 16.12% 17.34% -4.21% 12.06% - - - - -
Russell 1000® Value Index -8.27% 13.66% 17.34% -3.83% 13.45% - - - - -

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