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

25.07
Net Asset Value
-1.18%
1 Day
-3.61%
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-4.57% 3 years+18.42%
3 months+0.13% 5 years--
1 year+10.30% Since inception+20.72%
Data through --

Peer Comparisonvs. Large growth

 SFLCXCategory
Performance 5-yr return--+14.09%
Expense ratio2.40%1.23%
Risk 5 year sharpe ratio1.040.98
Net assets$678.7M$2.7B
Average market cap$83.2B$70.2B
Average P/E20.522.3
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. stock84.58%
International stock12.43%
Cash2.99%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
AAPL Apple Inc6.50%
CVS CVS Health Corp6.39%
MMM 3M Co6.17%
LOW Lowe's Companies Inc6.11%
DFS Discover Financial Services5.65%
GILD Gilead Sciences Inc5.64%
WDC Western Digital Corp5.60%
FB Facebook Inc Class A4.99%
USB U.S. Bancorp4.96%
AET Aetna Inc4.96%

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