SunAmerica Mutual Fund Family Data Pages

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Performance
06-30-16

Total ReturnCategory Average
Total Return 7.8 27.8 8.0 -1.4 7.3
Category Average 12.2 24.3 8.7 -2.9 3.5
Assets for Each Yr* 6.0 11.2 12.2 12.8 14.9
*billions

Trailing Returns %
06-30-16

  YTD 3 Year 5 Year    
Fund Family 7.32 8.45 9.20

Key Stats
06-30-16

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
14,942 $500 77.6 22.4
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 4.6 87.72 1.66 Above Avg
International Stock 1.0 0.84 2.01 Above Avg
Municipal Bond --- --- --- ---
Taxable Bond 1.8 7.85 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 10.7
Stocks 53.7
Bonds 29.1
Other 6.4
Annual Turnover % 59
% Assets in Top 10 25.3
 
Sector Breakdown (% of stocks) 
Sensitive 44.9
Communication Services 3.8
Energy 9.7
Industrials 19.0
Technology 12.5
Cyclical 33.2
Basic Materials 5.9
Consumer Cyclical 25.1
Financial Services 2.0
Real Estate 0.2
Defensive 21.8
Consumer Defensives 13.7
Healthcare 8.0
Utilities 0.2

Top 20 US Holdings | Get Price Quotes
YTD Return through 07-28-16

  Sector YTD Return % % Net Assets  
  Staples Inc Consumer Cyclical 0.00 2.78
  Reynolds American Inc* Consumer Defensive 10.55 2.67
  Pfizer Inc* Healthcare 15.46 2.63
  Cisco Systems Inc* Technology 15.08 2.60
  LyondellBasell Industries NV* Basic Materials -7.19 2.59
  Accenture PLC Class A* Technology 8.31 2.58
  Merck & Co Inc* Healthcare 12.36 2.38
  Altria Group Inc* Consumer Defensive 17.23 2.37
  International Business Machines Corp* Technology 19.22 2.36
  CA Inc* Technology 22.43 2.33
  General Electric Co* Industrials 1.80 2.32
  Coach Inc* Consumer Cyclical 32.83 2.30
  Omnicom Group Inc* Consumer Cyclical 10.71 2.29
  McDonald's Corp* Consumer Cyclical 2.59 2.26
  Lockheed Martin Corp* Industrials 18.74 2.26
  Kellogg Co* Consumer Defensive 14.56 2.22
  GameStop Corp Class A Consumer Cyclical 13.80 2.21
  Symantec Corp* Technology 17.50 2.18
  AT&T Inc* Communication Services 27.93 2.18
  H&R Block Inc Consumer Cyclical -26.54 2.18
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Worst 5-Year Relative Performance | More
07-28-16

Highest Expenses | More
07-28-16

Longest Manager Tenure | More
07-28-16

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
07-28-16

Fund Name Manager Name Average Manager Tenure
SunAmerica Global Trends A Stephen A. Gorman 0
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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