SunAmerica Mutual Fund Family Data Pages

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Performance
08-31-16

Total ReturnCategory Average
Total Return 7.8 27.8 8.0 -1.4 10.3
Category Average 12.2 24.3 8.7 -2.9 7.5
Assets for Each Yr* 6.0 11.2 12.2 12.8 15.7
*billions

Trailing Returns %
08-31-16

  YTD 3 Year 5 Year    
Fund Family 10.30 8.90 10.19

Key Stats
08-31-16

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
15,681 $500 76.6 23.4
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 4.0 87.96 1.66 Above Avg
International Stock 1.0 0.81 2.01 Above Avg
Municipal Bond --- --- --- ---
Taxable Bond 1.9 7.79 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 10.2
Stocks 53.3
Bonds 30.3
Other 6.2
Annual Turnover % 59
% Assets in Top 10 25.3
 
Sector Breakdown (% of stocks) 
Sensitive 43.4
Communication Services 3.8
Energy 9.4
Industrials 19.4
Technology 10.8
Cyclical 34.8
Basic Materials 5.6
Consumer Cyclical 27.4
Financial Services 1.7
Real Estate 0.2
Defensive 21.6
Consumer Defensives 13.6
Healthcare 7.9
Utilities 0.2

Top 20 US Holdings | Get Price Quotes
YTD Return through 09-28-16

  Sector YTD Return % % Net Assets  
  Staples Inc Consumer Cyclical -7.81 2.78
  Reynolds American Inc* Consumer Defensive 6.52 2.67
  Pfizer Inc* Healthcare 8.09 2.63
  Cisco Systems Inc* Technology 18.69 2.60
  LyondellBasell Industries NV* Basic Materials -5.09 2.59
  Accenture PLC Class A* Technology 12.68 2.58
  Merck & Co Inc* Healthcare 22.45 2.38
  Altria Group Inc* Consumer Defensive 12.54 2.37
  International Business Machines Corp* Technology 18.00 2.36
  CA Inc* Technology 19.36 2.33
  General Electric Co* Industrials -1.80 2.32
  Coach Inc* Consumer Cyclical 12.78 2.30
  Omnicom Group Inc* Consumer Cyclical 14.83 2.29
  McDonald's Corp* Consumer Cyclical -0.25 2.26
  Lockheed Martin Corp* Industrials 15.45 2.26
  Kellogg Co* Consumer Defensive 9.78 2.22
  GameStop Corp Class A Consumer Cyclical 2.00 2.21
  Symantec Corp* Technology 40.81 2.18
  AT&T Inc* Communication Services 22.90 2.18
  H&R Block Inc Consumer Cyclical -29.27 2.18
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Worst 5-Year Relative Performance | More
09-28-16

Highest Expenses | More
09-28-16

Longest Manager Tenure | More
09-28-16

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
09-28-16

Fund Name Manager Name Average Manager Tenure
SunAmerica Global Trends A Stephen A. Gorman 1
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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