SunAmerica Focused Dividend (FDSAX)
Performance: up 6.8%; three-year average annual return of 22.6%, both performances put it in the top 1% of its large value fund category; 10-year average annual return of 5.9%.Fund Profile: Brendan Voege has been manager since September 2006. The fund's mandate is to seek total return, capital appreciation and current income by employing a "buy and hold" strategy with up to 30 high-yielding stocks. Assets: $1 billion Top picks: H&R Block (HRB), 4.1% of the fund and the largest holding, up 33%; Lorillard (LO), 4%, up 38%; Chevron (CVX), 4%, up 13.6%.
Cullen High Dividend Equity (CHDVX) Performance: up 6.5%, placing in the top 2% of funds in its large-value category; three-year average annual return of 11%. The fund has a 2.55% dividend yield. Fund Profile: James Cullen has been lead manager since its inception in 2003, joined by John Gould in 2007. The fund seeks long-term capital appreciation and, secondarily, current income. It invests at least 80% of its assets in dividend-paying mid- and large-cap companies. Assets: $1.3 billion Top picks: 13.6% cash; Bristol-Myers Squibb (BMY), 3.2% of fund, up 32%; NextEra Energy (NEE), 3% of fund, up 14%; Royal Dutch Shell (RDS.B), 3% holding; up 13%.
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