SunAmerica Mutual Fund Family Data Pages

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Performance
05-31-16

Total ReturnCategory Average
Total Return 7.8 27.8 8.0 -1.4 5.6
Category Average 12.2 24.3 8.7 -2.9 3.5
Assets for Each Yr* 6.0 11.2 12.2 12.8 14.5
*billions

Trailing Returns %
05-31-16

  YTD 3 Year 5 Year    
Fund Family 5.62 8.14 8.58

Key Stats
05-31-16

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
14,500 $500 78.2 21.8
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 4.6 87.43 1.66 Above Avg
International Stock 1.0 0.89 2.01 Above Avg
Municipal Bond --- --- --- ---
Taxable Bond 1.7 7.99 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 10.0
Stocks 53.8
Bonds 29.8
Other 6.4
Annual Turnover % 59
% Assets in Top 10 25.3
 
Sector Breakdown (% of stocks) 
Sensitive 45.6
Communication Services 3.8
Energy 11.1
Industrials 19.3
Technology 11.4
Cyclical 33.3
Basic Materials 6.0
Consumer Cyclical 25.2
Financial Services 2.0
Real Estate 0.2
Defensive 21.0
Consumer Defensives 13.3
Healthcare 7.6
Utilities 0.2

Top 20 US Holdings | Get Price Quotes
YTD Return through 06-27-16

  Sector YTD Return % % Net Assets  
  Staples Inc Consumer Cyclical -12.25 2.78
  Reynolds American Inc* Consumer Defensive 14.52 2.67
  Pfizer Inc* Healthcare 6.57 2.63
  Cisco Systems Inc* Technology 2.30 2.60
  LyondellBasell Industries NV* Basic Materials -16.05 2.59
  Accenture PLC Class A* Technology 5.64 2.58
  Merck & Co Inc* Healthcare 6.46 2.38
  Altria Group Inc* Consumer Defensive 18.64 2.37
  International Business Machines Corp* Technology 6.23 2.36
  CA Inc* Technology 11.22 2.33
  General Electric Co* Industrials -4.40 2.32
  Coach Inc* Consumer Cyclical 16.36 2.30
  Omnicom Group Inc* Consumer Cyclical 3.91 2.29
  McDonald's Corp* Consumer Cyclical -0.05 2.26
  Lockheed Martin Corp* Industrials 11.72 2.26
  Kellogg Co* Consumer Defensive 7.69 2.22
  GameStop Corp Class A Consumer Cyclical -6.42 2.21
  Symantec Corp* Technology 15.12 2.18
  AT&T Inc* Communication Services 24.93 2.18
  H&R Block Inc Consumer Cyclical -33.50 2.18
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Worst 5-Year Relative Performance | More
06-27-16

Highest Expenses | More
06-27-16

Longest Manager Tenure | More
06-27-16

Fund Name Manager Name Average Manager Tenure
SunAmerica Focused Alpha Growth A Ronald Baron 11
SunAmerica Strategic Bond A Anthony King 10
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

Shortest Manager Tenure | More
06-27-16

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