The Westfield Capital Dividend Growth Fund seeks long-term capital growth by investing in stocks from a variety of economic sectors with a history or prospect of paying stable or increasing dividends.

 
 

Westfield Capital Management believes that dividend policy is one of the clearest indicators of a management team’s confidence in the future growth prospects of their business. We think the total return potential offered by dividend paying stocks is very attractive, especially in the current market environment.  

The Westfield Dividend Growth Fund is solely managed by William A. Muggia, President, Chief Executive Officer and Chief Investment Officer. Mr. Muggia has been with Westfield since 1994 and has 31 years of investment experience. Mr. Muggia holds an MBA from the Harvard Business School and a BA from Middlebury College. Mr. Muggia has been the sole manager of the Fund since its inception.

Daily Performance NAV change in NAV
Dividend Growth Fund - Institutional 12.12 +0.08
Dividend Growth Fund - Investor 12.14 +0.07
Daily NAV history as of last close
Monthly Performance as of 09/30/2017 Month 1 Year 3 Year 5 Year Since Inception Return Since Mutual Fund Inception
Dividend Growth Fund - Institutional 2.25% 16.85% 8.59% 10.88% 10.99% 41.55%
Dividend Growth Fund - Investor 2.24% 16.58% 8.37% 10.76% 10.90% 40.79%
Quarterly Performance as of 09/30/2017 Quarter 1 Year 3 Year 5 Year Since Inception Return Since Mutual Fund Inception
Dividend Growth Fund - Institutional 4.13% 16.85% 8.59% 10.88% 10.99% 41.55%
Dividend Growth Fund - Investor 4.12% 16.58% 8.37% 10.76% 10.90% 40.79%

The performance quoted herein represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost, and current performance may be higher or lower than the performance quoted. For performance data current to the most recent month end, please call 1-866-454-0738. The performance data quoted for periods prior to 7/26/2013 is that of the Predecessor Fund, which was managed in a materially equivalent manner. The Predecessor Fund was not a registered mutual fund and was not subject to the same investment and tax restrictions as the Fund. Performance information reflects all fees and expenses incurred by the Predecessor Fund. The performance information has not been adjusted to reflect Fund expenses. If it had been, or the same restrictions applied, the Predecessor Fund’s performance might have been higher or lower for a given period depending on the expenses incurred by the Predecessor Fund for that period. The Predecessor Fund’s expenses varied from year to year. Performance shown for periods of one year and greater are annualized. Predecessor Fund inception: 4/30/2010.

Expense ratios are as follows: Westfield Capital Dividend Growth Fund Institutional Class 1.05% (gross) 0.95% (net), Investor Class 1.30% (gross) 1.20% (net). Performance reflects contractual fee waivers until February 28, 2018. In the absence of current fee waivers, total return would be reduced. Inception date for both classes is July 26, 2013.

SEI Investments Distribution Co. (1 Freedom Valley Drive, Oaks, PA, 19456) is the distributor for the Westfield Funds. SIDCO is not affiliated with Westfield Capital Check the background of SIDCO on FINRA's BrokerCheck.

To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Fund's summary or full prospectus, which may be obtained by calling 1-866-454-0738.   Read the prospectus carefully before investing or sending money. 

Mutual fund investing involves risk, including possible loss of principal. There can be no assurance that the Fund will achieve its stated objectives.  A company may reduce or eliminate its dividend, causing losses to the Fund. Diversification does not protect against market risk. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from social, economic or political instability in other nations. Investments in securities of MLPs involve risk that differ from investments in common stock including related to limited control and limited rights to vote on matters affecting the stock market in general, expectations of interest rates, investor sentiment towards MLPs or the energy sector, changes in a particular issuer's financial condition, or unfavorable or unanticipated poor performance of a particular issuer. There is no assurance or guarantee that companies that issue dividends will declare or continue to pay or increase higher dividends.

The Westfield Capital Dividend Growth Fund is available to U.S. investors only. 

 
Clients listed here were chosen as generally representative of the types of clients that comprise Westfield Capital Management's institutional client base and were not chosen based on performance-based criteria.
It is not known whether these clients approve or disapprove of the adviser or the advisory services provided