SunAmerica Mutual Fund Family Data Pages

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Performance
07-31-16

Total ReturnCategory Average
Total Return 7.8 27.8 8.0 -1.4 10.9
Category Average 12.2 24.3 8.7 -2.9 6.9
Assets for Each Yr* 6.0 11.2 12.2 12.8 15.6
*billions

Trailing Returns %
07-31-16

  YTD 3 Year 5 Year    
Fund Family 10.87 7.97 9.96

Key Stats
07-31-16

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
15,618 $500 77.0 23.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 4.5 87.96 1.66 Above Avg
International Stock 1.0 0.83 2.01 Above Avg
Municipal Bond --- --- --- ---
Taxable Bond 1.7 7.74 1.46 Above Avg
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
3 0 2
0 0 0
0 0 1
Asset Allocation %
Cash 11.4
Stocks 53.3
Bonds 29.2
Other 6.2
Annual Turnover % 59
% Assets in Top 10 25.3
 
Sector Breakdown (% of stocks) 
Sensitive 43.8
Communication Services 4.0
Energy 10.1
Industrials 19.0
Technology 10.6
Cyclical 33.9
Basic Materials 5.5
Consumer Cyclical 26.4
Financial Services 1.8
Real Estate 0.2
Defensive 22.2
Consumer Defensives 14.1
Healthcare 8.0
Utilities 0.2

Top 20 US Holdings | Get Price Quotes
YTD Return through 08-25-16

  Sector YTD Return % % Net Assets  
  Staples Inc Consumer Cyclical -7.07 2.78
  Reynolds American Inc* Consumer Defensive 10.73 2.67
  Pfizer Inc* Healthcare 10.50 2.63
  Cisco Systems Inc* Technology 17.92 2.60
  LyondellBasell Industries NV* Basic Materials -6.31 2.59
  Accenture PLC Class A* Technology 11.14 2.58
  Merck & Co Inc* Healthcare 19.73 2.38
  Altria Group Inc* Consumer Defensive 15.19 2.37
  International Business Machines Corp* Technology 18.25 2.36
  CA Inc* Technology 21.39 2.33
  General Electric Co* Industrials 1.67 2.32
  Coach Inc* Consumer Cyclical 23.75 2.30
  Omnicom Group Inc* Consumer Cyclical 12.91 2.29
  McDonald's Corp* Consumer Cyclical -0.79 2.26
  Lockheed Martin Corp* Industrials 15.97 2.26
  Kellogg Co* Consumer Defensive 15.98 2.22
  GameStop Corp Class A Consumer Cyclical 17.33 2.21
  Symantec Corp* Technology 33.48 2.18
  AT&T Inc* Communication Services 23.54 2.18
  H&R Block Inc Consumer Cyclical -25.28 2.18
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Worst 5-Year Relative Performance | More
08-25-16

Highest Expenses | More
08-25-16

Longest Manager Tenure | More
08-25-16

Fund Name Manager Name Average Manager Tenure
SunAmerica Focused Alpha Growth A Ronald Baron 11
SunAmerica 2020 High Watermark A Juan M. Ocampo 8
SunAmerica Senior Floating Rate C Jeffrey W. Heuer 7
SunAmerica Focused Alpha Large-Cap A Thomas F. Marsico 7
SunAmerica Strategic Bond A Robert A. Vanden Assem 6

Shortest Manager Tenure | More
08-25-16

Fund Name Manager Name Average Manager Tenure
SunAmerica Global Trends A Stephen A. Gorman 0
SunAmerica Commodity Strategy A David Chang 1
SunAmerica Active Allocation A Douglas A. Loeffler 1
SunAmerica Multi-Asset Allocation A Douglas A. Loeffler 1
SunAmerica Flexible Credit A David L. Albrycht 2
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