BAMD

BAMD's objective is to provide income and capital appreciation by actively investing in income-producing US stocks or ETFs. To be considered income-producing, the companies must have a history of paying or increasing dividends, as well as have the ability to continue paying dividends. Mid- or larger-cap companies are screened and favored. The eligible companies are then analyzed using external and internal research done by the fund's adviser by considering its current dividend yield, expectations for the frequency and size of the dividend, company reputation, company growth, relevance to investors, and third-party financial ratings of potential investments. Approximately 30 high-quality dividend-oriented stocks are selected, all of which are either below their fundamental fair value or are reasonably priced. Note that the fund may tilt to certain sectors due to greater dividend-paying stocks exposure.