SunAmerica Mutual Fund Family Data Pages

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Performance
11-30-16

Total ReturnCategory Average
Total Return 7.8 27.8 8.0 -1.4 13.2
Category Average 12.1 24.4 8.7 -2.9 10.9
Assets for Each Yr* 6.0 11.2 12.2 12.8 16.2
*billions

Trailing Returns %
11-30-16

  YTD 3 Year 5 Year    
Fund Family 13.22 7.00 10.83

Key Stats
11-30-16

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
16,210 $500 75.3 24.7
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 4.3 88.52 1.71 Above Avg
International Stock 1.0 0.70 2.05 Above Avg
Municipal Bond --- --- --- ---
Taxable Bond 2.4 7.54 1.52 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 8.9
Stocks 52.9
Bonds 31.8
Other 6.5
Annual Turnover % 58
% Assets in Top 10 28.3
 
Sector Breakdown (% of stocks) 
Sensitive 45.3
Communication Services 3.6
Energy 9.6
Industrials 20.2
Technology 11.9
Cyclical 33.6
Basic Materials 5.7
Consumer Cyclical 26.1
Financial Services 1.7
Real Estate 0.2
Defensive 21.0
Consumer Defensives 13.0
Healthcare 7.9
Utilities 0.2

Top 20 US Holdings | Get Price Quotes
YTD Return through 12-02-16

  Sector YTD Return % % Net Assets  
  Eaton Corp PLC* Industrials 34.59 2.97
  Merck & Co Inc* Healthcare 18.35 2.96
  Coach Inc* Consumer Cyclical 13.79 2.89
  Omnicom Group Inc* Consumer Cyclical 16.23 2.83
  Wal-Mart Stores Inc* Consumer Defensive 18.08 2.82
  Verizon Communications Inc* Communication Services 12.68 2.80
  L Brands Inc* Consumer Cyclical -20.36 2.78
  Procter & Gamble Co* Consumer Defensive 7.13 2.77
  Western Digital Corp* Technology 7.99 2.76
  HP Inc* Technology 30.84 2.74
  Philip Morris International Inc* Consumer Defensive 3.70 2.74
  Cummins Inc* Industrials 66.97 2.68
  Caterpillar Inc* Industrials 44.53 2.68
  Emerson Electric Co* Industrials 21.80 2.66
  Altria Group Inc* Consumer Defensive 12.92 2.66
  Dow Chemical Co* Basic Materials 10.33 2.66
  Paychex Inc* Industrials 13.63 2.64
  General Electric Co* Industrials 2.83 2.63
  McDonald's Corp* Consumer Cyclical 3.14 2.61
  Chevron Corp* Energy 30.38 2.60
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Worst 5-Year Relative Performance | More
12-02-16

Highest Expenses | More
12-02-16

Longest Manager Tenure | More
12-02-16

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 7

Shortest Manager Tenure | More
12-02-16

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