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

26.16
Net Asset Value
+0.15%
1 Day
+0.58%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
2.30%
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 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-1.84% 3 years+15.18%
3 months-0.76% 5 years--
1 year+13.65% Since inception+20.25%
Data through --

Peer Comparisonvs. Large growth

 SFLCXCategory
Performance 5-yr return--+14.09%
Expense ratio2.30%1.22%
Risk 5 year sharpe ratio1.071.06
Net assets$692.3M$2.8B
Average market cap$81.6B$75.2B
Average P/E16.921.0
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. stock86.76%
International stock10.32%
Cash2.92%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
CVS CVS Caremark7.31%
LOW Lowe's6.91%
AAPL Apple6.82%
MMM 3M6.66%
WDC Western Digital Corp5.61%
AET Aetna5.56%
FB Facebook5.20%
USB U.S. Bancorp5.00%
DFS Discover Financial Services4.99%
BIIB Biogen4.87%

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