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

26.43
Net Asset Value
-0.64%
1 Day
+1.61%
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+0.19% 3 years+18.70%
3 months+0.08% 5 years--
1 year+10.06% Since inception+17.91%
Data through --

Peer Comparisonvs. Large growth

 SFLCXCategory
Performance 5-yr return--+16.96%
Expense ratio2.30%1.20%
Risk 5 year sharpe ratio1.281.23
Net assets$669.3M$2.7B
Average market cap$82.5B$77.8B
Average P/E20.221.8
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. stock79.85%
International stock17.09%
Cash3.06%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
LOW Lowe's6.76%
AET Aetna6.24%
MMM 3M6.19%
WDC Western Digital Corp5.97%
BIIB Biogen5.58%
CMCSA Comcast5.57%
USB U.S. Bancorp5.45%
TEVA Teva Pharmaceutical5.36%
DIS Disney5.23%
FB Facebook5.20%

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