SunAmerica Mutual Fund Family Data Pages

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Performance
07-31-15

Total ReturnCategory Average
Total Return 3.3 7.8 27.8 8.0 2.8
Category Average 0.3 12.0 24.2 8.9 1.7
Assets for Each Yr* 4.6 6.0 11.2 12.2 13.1
*billions

Trailing Returns %
07-31-15

  YTD 3 Year 5 Year    
Fund Family 2.75 12.74 11.71

Key Stats
07-31-15

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
13,111 $500 81.8 18.2
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 4.4 84.54 1.68 Above Avg
International Stock 3.5 1.32 2.07 Above Avg
Municipal Bond --- --- --- ---
Taxable Bond 1.9 9.57 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 11.0
Stocks 55.1
Bonds 30.4
Other 3.5
Annual Turnover % 54
% Assets in Top 10 25.3
 
Sector Breakdown (% of stocks) 
Sensitive 40.7
Communication Services 6.3
Energy 10.4
Industrials 7.0
Technology 17.1
Cyclical 25.4
Basic Materials 3.3
Consumer Cyclical 19.2
Financial Services 2.7
Real Estate 0.3
Defensive 33.7
Consumer Defensives 23.9
Healthcare 9.6
Utilities 0.3

Top 20 US Holdings | Get Price Quotes
YTD Return through 07-31-15

  Sector YTD Return % % Net Assets  
  Staples Inc Consumer Cyclical -17.49 2.77
  Reynolds American Inc* Consumer Defensive 35.57 2.67
  Pfizer Inc* Healthcare 17.56 2.63
  Cisco Systems Inc* Technology 4.37 2.60
  Accenture PLC Class A* Technology 16.59 2.58
  LyondellBasell Industries NV Basic Materials 20.05 2.58
  Merck & Co Inc* Healthcare 5.41 2.38
  Altria Group Inc* Consumer Defensive 12.48 2.37
  International Business Machines Corp* Technology 2.46 2.36
  CA Inc* Technology -2.68 2.33
  General Electric Co* Industrials 5.10 2.32
  Omnicom Group Inc* Consumer Cyclical -4.38 2.29
  Coach Inc* Consumer Cyclical -15.14 2.29
  McDonald's Corp* Consumer Cyclical 8.39 2.26
  Lockheed Martin Corp* Industrials 9.10 2.26
  Kellogg Co* Consumer Defensive 2.61 2.22
  GameStop Corp Class A Consumer Cyclical 37.78 2.21
  Symantec Corp* Technology -10.19 2.18
  AT&T Inc* Communication Services 7.62 2.18
  H&R Block Inc Consumer Cyclical 0.03 2.18
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Worst 5-Year Relative Performance | More
07-31-15

Highest Expenses | More
07-31-15

Longest Manager Tenure | More
07-31-15

Fund Name Manager Name Average Manager Tenure
SunAmerica Focused Alpha Growth A Ronald Baron 10
SunAmerica Strategic Bond A Anthony King 9
SunAmerica 2020 High Watermark A Juan M. Ocampo 7
SunAmerica Alternative Strategies A Stephen P. Burke 7
SunAmerica Senior Floating Rate C Jeffrey W. Heuer 6

Shortest Manager Tenure | More
07-31-15

Fund Name Manager Name Average Manager Tenure
SunAmerica Focused Balanced Strategy A Douglas A. Loeffler 0
SunAmerica Focused Multi-Asset Strat A Douglas A. Loeffler 0
SunAmerica Flexible Credit A David L. Albrycht 1
SunAmerica Select Dividend Growth A Timothy Campion 1
SunAmerica US Govt Securities A Andrew Doulos 1
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