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%.