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Sun America Dividend Strategy Fund: 30 Stock/Buy And Hold

TedTed
edited July 2013 in Fund Discussions
FYI To bad there's a load, this is great fund
Regards,
Ted
http://www.businessweek.com/printer/articles/132020-sunamerica-dividend-fund-beats-the-market-with-buy-and-hold

M* Snapshot FDSAX

Comments

  • Old_Skeet
    edited July 2013
    Hi Ted,

    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
  • ron
    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.
  • philpill
    ron, I think this fund is not available at schwab except to institutional investors.philpill
  • AMatMFO
    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.
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