Axis Capital Holdings ( AXS) is a provider of specialty insurance and reinsurance worldwide. Its focus is on covering specialized classes of risk, including terrorism, aviation and marine, war, political risk and offshore energy. The $4 billion company's shares are down 11% this year, but over three years, the average annual return is 6.4%. The stock carries a 2.94% projected dividend yield. It gets a 1% allocation in the portfolio and was added Sept 23.