SunAmerica Mutual Fund Family Data Pages

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Performance
12-31-16

Total ReturnCategory Average
Total Return 27.8 8.0 -1.4 13.3 ---
Category Average 24.4 8.7 -2.9 13.0 -5.0
Assets for Each Yr* 11.2 12.2 12.8 16.3 16.3
*billions

Trailing Returns %
12-31-16

  YTD 3 Year 5 Year    
Fund Family 13.33 6.46 10.70

Key Stats
12-31-16

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
16,313 $500 74.4 25.6
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.9 88.56 1.72 Above Avg
International Stock 1.0 0.69 2.07 Above Avg
Municipal Bond --- --- --- ---
Taxable Bond 2.4 7.52 1.50 Above Avg
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
4 0 2
0 0 0
0 0 1
Asset Allocation %
Cash 9.8
Stocks 53.2
Bonds 30.2
Other 6.8
Annual Turnover % 58
% Assets in Top 10 28.1
 
Sector Breakdown (% of stocks) 
Sensitive 44.9
Communication Services 8.5
Energy 9.5
Industrials 14.1
Technology 12.9
Cyclical 32.8
Basic Materials 3.6
Consumer Cyclical 27.2
Financial Services 1.9
Real Estate 0.2
Defensive 22.2
Consumer Defensives 11.8
Healthcare 10.2
Utilities 0.2

Top 20 US Holdings | Get Price Quotes
YTD Return through 01-17-17

  Sector YTD Return % % Net Assets  
  Kohl's Corp* Consumer Cyclical -16.20 2.95
  Macy's Inc* Consumer Cyclical -16.50 2.92
  Best Buy Co Inc* Consumer Cyclical 5.18 2.84
  Reynolds American Inc* Consumer Defensive 2.93 2.82
  Emerson Electric Co* Industrials 1.00 2.80
  Boeing Co* Industrials 1.28 2.79
  LyondellBasell Industries NV* Basic Materials 4.88 2.79
  Cummins Inc* Industrials 1.65 2.78
  Chevron Corp* Energy -1.21 2.73
  Caterpillar Inc* Industrials 0.89 2.71
  Valero Energy Corp* Energy -3.12 2.63
  International Business Machines Corp* Technology 1.14 2.62
  Omnicom Group Inc* Consumer Cyclical -0.34 2.62
  Darden Restaurants Inc* Consumer Cyclical 0.99 2.61
  Exxon Mobil Corp* Energy -3.21 2.55
  McDonald's Corp* Consumer Cyclical 0.85 2.55
  Altria Group Inc* Consumer Defensive 1.27 2.53
  HP Inc* Technology -1.75 2.52
  Gilead Sciences Inc* Healthcare 0.42 2.50
  AbbVie Inc* Healthcare -0.19 2.49
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Best 5-Year Relative Performance | More
01-17-17

Worst 5-Year Relative Performance | More
01-17-17

Highest Expenses | More
01-17-17

Longest Manager Tenure | More
01-17-17

Fund Name Manager Name Average Manager Tenure
SunAmerica Focused Alpha Growth A Ronald Baron 12
SunAmerica 2020 High Watermark A Juan M. Ocampo 9
SunAmerica Senior Floating Rate C Jeffrey W. Heuer 8
SunAmerica Focused Alpha Large-Cap A Thomas F. Marsico 7
SunAmerica Strategic Bond A Robert A. Vanden Assem 7

Shortest Manager Tenure | More
01-17-17

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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