Focused Dividend Strategy Portfolio

Class A: FDSAX Class B: FDSBX Class C: FDSTX Class W: FDSWX

Harness the Power of Dividend-Producing Stocks

The SunAmerica Focused Dividend Strategy Portfolio may provide a powerful solution for investors seeking current income. The Fund combines the upside potential of large-cap value stocks with dividend yields that are higher than many short-term, fixed-income investments. 

As corporate earnings increase, these high-quality dividend-paying stocks may benefit from stronger balance sheets, improving the opportunity for long-term growth. In addition, because of their consistent income stream, dividend-producing stocks have the potential to be more stable during periods of heightened market volatility. 

 

CONSTRUCTING THE FOCUSED DIVIDEND STRATEGY PORTFOLIO

30 STOCK PORTFOLIO COMPRISED OF:

TRADITIONAL DOGS OF THE DOW

10 highest yielding stocks from the Dow Jones Industrial Average

ENHANCEMENT

Top 20 ranking stocks from the Russell 1000 (excluding Financials and Utilities) based on valuation profitability & divident yield

A Unique Rules-Based Process

The Fund’s process for selecting dividend-paying stocks is unique and one of the key reasons why it has consistently generated strong, long-term results. 

The Fund invests in a concentrated portfolio of 30 stocks: The 10 highest-yielding stocks in the Dow Jones Industrial Average, plus  20 stocks from the Russell 1000 Index based on proprietary metrics combining valuation, profitability and dividend yield. 

The 30 stocks undergo an annual reconstitution. This process helps to minimize portfolio turnover and enhance tax efficiency.

See the Fund's performance. To learn more about the benefits of adding the Fund to your portfolio, please talk to your financial advisor today.

The Dow Jones Industrial Average is the most widely used indicator of the overall condition of the stock market, a price-weighted average of 30 actively traded blue chip stocks, primarily industrials.

The Fund employs a Disciplined Strategy and will not deviate from its strategy (except to the extent necessary to comply with federal tax laws or other applicable laws). Because the Fund will not use certain techniques available to other mutual funds to reduce stock market exposure (e.g., derivatives), the Fund may be more susceptible to general market declines than other mutual funds.

Note: Tax information provided is general in nature and for informational purposes only. Neither SunAmerica, its affiliates nor its licensed sales professionals provide tax advice. Please consult with a tax professional for advice concerning your particular situation.