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

27.46
Net Asset Value
+0.44%
1 Day
+11.99%
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+10.22% 3 years--
3 months+5.98% 5 years--
1 year+16.70% Since inception+20.88%
Data through --

Peer Comparisonvs. Large growth

 SFLCXCategory
Performance 5-yr return--+14.60%
Expense ratio2.40%1.24%
Risk 5 year sharpe ratio1.101.06
Net assets$660.4M$2.6B
Average market cap$82.8B$69.6B
Average P/E20.123.6
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. stock85.26%
International stock11.88%
Cash2.86%
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 Co6.86%
GILD Gilead Sciences Inc6.23%
CVS CVS Health Corp5.89%
DFS Discover Financial Services5.78%
WDC Western Digital Corp5.49%
FB Facebook Inc Class A5.29%
LOW Lowe's Companies Inc5.27%
-- Canadian Pacific Railway Ltd5.13%
USB U.S. Bancorp4.98%
AET Aetna Inc4.80%

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