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Sun America Dividend Strategy Fund: 30 Stock/Buy And Hold
Available no load at Schwab. I do have SCHD ( since oct 2011) that cannot be easily compared but from holdings I would expect less volatility with 100 holdings vs 30 for FDSAX and better downside protection from Schwab. FDSAX had a tough 2008-2009, not as you might have expected from a high quality dividend fund. The performance has been good more recently by holdings in HP, H&R and Gamestop.
Reply to @ron: Great fund. This fund is only available to the institutional investors at Schwab. See this related thread that I had started few weeks ago.
Comments
Thanks for posting ... and, most always, nice to read about a fund that I own.
I am not sure I'd say it employees a truly "buy and hold" strategy as it re-sets its holdings annually.
Indeed it has been one of my better equity fund performers.
I wish all ... "Good Investing."
Skeeter