Quality 250 Portfolio Characteristics

The portfolio exhibits four key characteristics needed to deliver excellent risk-adjusted performance for your clients:  superior dividend yield, strong growth in earnings and dividends, and exceptional risk control, while including both large cap and smaller cap stocks.

The Quality 250 benefits from the synergies of higher quality, higher yield, superior growth, and below market valuation.

Typically, the top 100 companies in the Quality 250 are stable, recognized, established large capitalization firms that pay a majority of all stock dividends.

The next 150 companies include mid-cap and small-cap stocks that are on the rise. These companies offer significant capital gains upside as they continue to execute their business plans and grow in size and prominence.