SunAmerica Focused Alpha Large-Cap Fund Class C (SFLCX)

26.68
Net Asset Value
-0.37%
1 Day
+2.58%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
2.30%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks growth of capital. The fund's principal investment strategies are growth, value and "focused." It is managed by two subadvisers, one manages the large-cap growth portion of the fund and the other manages the large-cap value portion of the fund. The fund will invest approximately 50% of its assets in the large-cap growth portion of the fund and 50% of its assets in the large-cap value portion of the fund. It normally invests at least 80% of its net assets, plus any borrowing for investment purposes, in large-cap companies. The fund is non-diversified.

Performance

1 month-0.26% 3 years+17.44%
3 months+3.93% 5 years--
1 year+18.46% Since inception+19.20%
Data through --

Peer Comparisonvs. Large growth

 SFLCXCategory
Performance 5-yr return--+13.86%
Expense ratio2.30%1.22%
Risk 5 year sharpe ratio0.990.97
Net assets$682.2M$2.8B
Average market cap$89.8B$73.6B
Average P/E20.521.3
Portfolio turnover57%57%

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Fund Management and Purchase Info

Fund familySunAmerica
Fund manager & tenureThomas Marsico / 9 Years
Minimal initial investment$500.00
Minimum IRA investment$250.00

Holdings

U.S. stock85.21%
International stock8.23%
Cash6.56%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
CVS CVS Caremark7.36%
LOW Lowe's7.19%
AAPL Apple7.12%
MMM 3M6.59%
WDC Western Digital Corp5.88%
AET Aetna5.74%
DFS Discover Financial Services5.33%
FB Facebook5.14%
USB U.S. Bancorp5.07%
-- 4.95%

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