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

23.93
Net Asset Value
-0.37%
1 Day
-2.41%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
2.40%
Expense Ratio
Above 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 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-5.19% 3 years--
3 months-2.13% 5 years--
1 year+22.21% Since inception+21.76%
Data through --

Peer Comparisonvs. Large growth

 SFLCXCategory
Performance 5-yr return--+20.22%
Expense ratio2.40%1.24%
Risk 5 year sharpe ratio1.221.26
Net assets$641.1M$2.5B
Average market cap$94.7B$67.2B
Average P/E22.824.1
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. stock94.52%
International stock4.81%
Cash0.68%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
GOOGL Google Inc Class A13.47%
MMM 3M Co6.89%
GILD Gilead Sciences Inc6.15%
BIIB Biogen Idec Inc5.83%
CVS CVS Caremark Corp5.63%
PCLN priceline.com Incorporated5.34%
DFS Discover Financial Services5.10%
PFE Pfizer Inc5.04%
USB U.S. Bancorp4.94%
LOW Lowe's Companies Inc.4.88%

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