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SunAmerica Mutual Fund Family Data Pages

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Performance
04-30-13

Total ReturnCategory Average
Total Return 25.2 12.8 2.2 7.5 11.7
Category Average 24.8 12.9 0.4 11.9 9.5
Assets for Each Yr* 4.8 5.0 5.6 6.9 8.1
*billions

Trailing Returns %
04-30-13

  YTD 3 Year 5 Year    
Fund Family 11.67 9.55 5.06

Key Stats
04-30-13

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
8,120 $500 99.2 0.8
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 1.9 68.53 1.72 Above Avg
International Stock 1.3 1.65 2.18 Above Avg
Municipal Bond --- --- --- ---
Taxable Bond 2.3 19.59 1.49 Above Avg
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
2 1 3
0 0 0
0 1 1
Asset Allocation %
Cash 10.9
Stocks 59.1
Bonds 28.4
Other 1.6
Annual Turnover % 71
% Assets in Top 10 17.5
 
Sector Breakdown (% of stocks) 
Sensitive 42.4
Communication Services 6.3
Energy 4.2
Industrials 13.1
Technology 18.8
Cyclical 32.6
Basic Materials 7.1
Consumer Cyclical 18.9
Financial Services 6.2
Real Estate 0.4
Defensive 23.9
Consumer Defensives 10.8
Healthcare 12.7
Utilities 0.5

Top 20 US Holdings | Get Price Quotes
YTD Return through 05-20-13

  Sector YTD Return % % Net Assets  
  Hewlett-Packard Co* Technology 49.56 2.25
  H&R Block Inc Consumer Cyclical 60.53 2.12
  Dell Inc* Technology 33.04 1.95
  Bristol-Myers Squibb Company* Healthcare 36.42 1.67
  R.R. Donnelley & Sons Company* Industrials 49.17 1.64
  Gannett Co Inc* Consumer Cyclical 21.88 1.63
  GameStop Corp Class A* Consumer Cyclical 55.58 1.61
  Chevron Corp* Energy 17.14 1.56
  Pfizer Inc* Healthcare 16.35 1.56
  Staples, Inc.* Consumer Cyclical 29.74 1.55
  Western Union Company* Financial Services 23.03 1.55
  Johnson & Johnson* Healthcare 26.42 1.52
  Kraft Foods Group Inc* Consumer Defensive 24.79 1.50
  Altria Group Inc.* Consumer Defensive 20.17 1.50
  McDonald's Corporation* Consumer Cyclical 15.98 1.50
  Verizon Communications Inc* Communication Services 24.27 1.49
  CA, Inc.* Technology 27.21 1.47
  E.I. du Pont de Nemours & Company* Basic Materials 26.30 1.46
  AT&T Inc* Communication Services 13.08 1.44
  Southern Copper Corporation* Basic Materials -12.02 1.42
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SunAmerica Family

Analyst Favorites and Tools

Best 5-Year Relative Performance | More
05-20-13

Fund Name 5-Yr Rank Analyst Report
SunAmerica Focused Dividend Strategy A 1 ---
SunAmerica Focused Alpha Growth A 5 ---
SunAmerica Focused Alpha Large-Cap A 20 ---
SunAmerica Strategic Bond A 70 ---
SunAmerica Senior Floating Rate C 79 ---

Worst 5-Year Relative Performance | More
05-20-13

Fund Name 5-Yr Rank Analyst Report
SunAmerica Focused Small-Cap Growth A 99 ---
SunAmerica Focused Small-Cap Value A 98 ---
SunAmerica High Yield Bond A 98 ---
SunAmerica Focused Multi-Asset Strat A 97 ---
SunAmerica Intl Div Strat A 97 ---

Lowest Expenses | More
05-20-13

Fund Name Expense Ratio Analyst Report
SunAmerica Focused Multi-Asset Strat A 0.21 ---
SunAmerica Focused Balanced Strategy A 0.22 ---
SunAmerica Focused Dividend Strategy A 0.98 ---
SunAmerica Strategic Bond A 1.31 ---
SunAmerica High Yield Bond A 1.36 ---

Highest Expenses | More
05-20-13

Fund Name Expense Ratio Analyst Report
SunAmerica Intl Div Strat A 1.90 ---
SunAmerica Japan A 1.90 ---
SunAmerica Global Trends A 1.84 ---
SunAmerica Senior Floating Rate C 1.75 ---
SunAmerica Focused Alpha Large-Cap A 1.72 ---

Longest Manager Tenure | More
05-20-13

Fund Name Manager Name Average Manager Tenure
SunAmerica GNMA B Michael Cheah 14
SunAmerica US Govt Securities B Michael Cheah 14
SunAmerica Value A Steven Neimeth 9
SunAmerica Strategic Bond A Anthony King 9
SunAmerica 2020 High Watermark A Kim H. Erle 8

Shortest Manager Tenure | More
05-20-13

Fund Name Manager Name Average Manager Tenure
SunAmerica Focused Small-Cap Value A Jay Merchant 0
SunAmerica Intl Div Strat A Timothy Campion 1
SunAmerica Japan A Jun Y. Oh 1
SunAmerica Focused Large Cap Gr A Janet Walsh 2
SunAmerica Global Trends A Richard A. Wurster 2

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