Navigator® High Dividend Equity
Navigate the U.S. Equity Marketswith a Focus on Dividend Growth
Allocation
- Core U.S. Equity, Equity
APPROACH
- Bottom-Up
FOR ADVISORS:
This strategy seeks to provide favorable risk-adjusted returns through a carefully constructed portfolio of high-quality domestic and international equities, REITs, and preferred stocks.
Seek consistent dividend income and capital appreciation.
The strategy seeks to provide current income while investing in high quality companies that we believe will have the ability to achieve stable growth into the future. The strategy seeks to offer a lower volatility approach to the equity markets with an above average dividend yield.
Focus on long-term total return with reduced standard deviation.
Since 1929, dividends have contributed 40.4%* of the total return of the stock market. We believe that investing in companies with sustainable dividend policies and strong fundamentals for capital appreciation is an important factor in achieving attractive returns.
*Ned Davis Research
Help clients remain committed to long-term goals.
The strategy strives to provide an optimal combination of capital appreciation and dividend income while attempting to mitigate downside risk in order to encourage clients to stay committed to their financial plan.
Get to Know the People Behind the Portfolios
Related Insights
Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, October 2026
November 5, 2026
After being one of the few areas of strength in September, large-cap growth stocks struggled in October. Value companies continued to exhibit clear leadership for the year. Small-cap stocks advanced modestly in October and held on to solid year-to-date gains. See Table 1 for October, Q3, and YTD returns.
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Market Updates
Market Update: Midterm Elections
November 4, 2026
Good news! The results are in and the political texts and commercials can stop. As expected, the Democratic party swept both the House and Senate, setting the stage for a divided government for the next two years.
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Market Updates
Market Update: Observations on the FOMC Meeting and Upcoming Midterms
October 28, 2026
Producer and consumer prices indices came in a little hotter last week, paving the way for the Federal Reserve to hike interest rates for the first time since July 2023. As expected, the Fed obliged and lifted overnight rates by 0.25% to a range of 3.75% to 4% today.
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