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

25.89
Net Asset Value
+0.08%
1 Day
+5.59%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
2.40%
Expense Ratio
High
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 of which manages the large-cap growth portion of the fund and the other which 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+3.98% 3 years--
3 months+7.87% 5 years--
1 year+21.07% Since inception+20.41%
Data through --

Peer Comparisonvs. Large growth

 SFLCXCategory
Performance 5-yr return--+17.64%
Expense ratio2.40%1.24%
Risk 5 year sharpe ratio1.121.16
Net assets$641.3M$2.6B
Average market cap$61.2B$71.2B
Average P/E20.823.4
Portfolio turnover124%124%

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Fund Management and Purchase Info

Fund familySunAmerica
Fund manager & tenureThomas Marsico / 8 Years
Minimal initial investment$500.00
Minimum IRA investment$250.00

Holdings

U.S. stock92.63%
International stock5.37%
Cash2.00%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
MMM 3M Co7.55%
CVS CVS Caremark Corp6.25%
DFS Discover Financial Services5.44%
-- Canadian Pacific Railway Ltd5.37%
WDC Western Digital Corp5.31%
PCLN Priceline Group Inc5.30%
USB U.S. Bancorp5.25%
GILD Gilead Sciences Inc5.12%
LOW Lowe's Companies Inc4.75%
HOT Starwood Hotels & Resorts Worldwide Inc4.72%

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