CLARE HART’S LASER FOCUS ON QUALITY & INCOME HAS PAID OFF FOR HER JPMORGAN EQUITY INCOME FUND

October 28, 2022

Income and quality should always matter, but it’s markets like these when those characteristics really count. 

Historically, since 1930, dividends have contributed about 40% of the S&P 500’s total return. Their input has varied widely from decade to decade, however.  According to a recent Insights Report from the Hartford Funds, dividends played a large role in terms of their contribution to total returns.

What sort of a role will dividends play now?

We have a new guest on WEALTHTRACK with a long and distinguished track record of investing in high-quality, dividend-paying stocks. She is Clare Hart, who Morningstar calls “one of the industry’s most impressive managers.” 

Hart has been the Lead Portfolio Manager of two highly-rated funds since 2004. 

Hart will discuss the benefits of focusing on quality and dividends, particularly in a difficult market environment. 

WEALTHTRACK Episode #1918 broadcast on October 28, 2022
Listen to the audio-only version here:

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CLARE HART

  • Lead Portfolio Manager, JPMorgan Equity Income Fund
  • Lead Portfolio Manager, JPMorgan U.S. Value Fund

ACTION POINT

CONSIDER ADDING A DIVIDEND GROWTH ETF TO YOUR PORTFOLIO

Dividend Aristocrats: S&P 500 companies that have raised dividends for 25 consecutive years or more

ETFS OF COMPANIES WITH LONG HISTORIES OF RAISING DIVIDENDS

  • 25 YEARS OR MORE:
    • Proshares S&P 500 Dividend Aristocrats ETF (NOBL)
    • Tracks S&P 500 Dividend Aristocrats  
    • 5-star Bronze, Morningstar
  • 20 YEARS OR MORE:
    • SPDR S&P Dividend ETF (SDY)
    • Companies are chosen from S&P 1500 Index
    • 5-star Silver, Morningstar
    • excellent track record and more attractive risk/reward profile than Russell 1000 Value Index
  • 10 YEARS OR MORE:
    • Vanguard Dividend Appreciation ETF (VIG)
    • Tracks S&P U.S. Dividend Growers Index
    • 4-star Gold, Morningstar

ONE INVESTMENT

 HIGHLY PROFITABLE AIR

Buy Air Products & Chemicals, Inc. (APD)


STOCK MENTIONS

ConocoPhillips (COP) 

EOG Resources Inc. (EOG)

Exxon Mobil Corp. (XOM)

Bank of America Corp. (BAC)

Wells Fargo & Co. (WFC)

UnitedHealth Group Inc (UNH)

Bristol-Myers Squibb Co. (BMY)

Johnson & Johnson (JNJ)

CVS Health Corp. (CVS)

Pfizer Inc. (PFE)


WEB EXTRA

RECHARGING STRATEGY

Clare Hart has been the lead portfolio manager of two top-rated mutual funds since 2004. How has she managed the high-pressure pace? She looks to her family to recharge.  


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