Dearborn Partners Rising Dividend Fund Class C (DRDCX)

Overview

The fund is focused on investing in equity securities, primarily of U.S companies, that not only pay current dividends but also have potential for regular dividend growth. With a strategic allocation of at least 80% of its net assets in such equities, the fund aims to deliver both income and growth to its investors. Understanding the value of diversification, the fund also opens opportunities for investment in international markets by allocating up to 20% of its net assets in securities of foreign issuers. This blend of domestic and international investment is designed to manage risk while seeking to maximize returns through dividend-paying stocks.

Products and Services

• Dividend-Paying Equity Investments

  This core service focuses on investing in equity securities of companies that not only provide current dividends but also have the potential for future dividend growth. The selection of these securities is based on rigorous analysis by the fund's portfolio managers, who look for businesses demonstrating financial stability and growth potential. The aim is to provide investors with a steady income stream through dividends while also prospecting for capital appreciation.

• U.S. Company Securities

  As part of its primary strategy, the fund invests predominantly in securities of U.S. companies. The U.S. market, known for its large, liquid, and diversified economy, offers a wide range of investment opportunities in companies that are leaders in their respective fields. By focusing on U.S. securities, the fund taps into the stability and growth potential of the American economy, aiming to secure robust dividend yields and capital growth for its investors.

• Foreign Issuer Securities

  To leverage the opportunities presented by global markets and enhance portfolio diversification, the fund allocates up to 20% of its net assets in securities of foreign issuers. This allocation to non-U.S. companies allows the fund to explore growth opportunities in emerging and developed markets outside the United States. The inclusion of foreign issuer securities is designed to capture global market potentials, mitigate risks through geographical diversification, and potentially improve the fund's overall return on investment.