SunAmerica Focused Dividend Strategy A
Harborside Financial Center3200 Plaza 5Jersey City NJ 07311
Map
Phone: 800-858-8850
| Category: | Large Value | | Fund Family: | SunAmerica | | Net Assets: | 3.83B | | Year-to-Date Return: | 14.99% | | Yield: | 2.75% | | Morningstar Rating: |  | | Fund Inception Date: | Jun 7, 1998 |
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Brendan Voege
Lead Manager since Sep 11, 2006 | | | Voege is a portfolio manager and quantitative analyst at SunAmerica Asset Management Corp. (SAAMCo). He evaluates portfolios on the theory and application of attribution, risk characteristics, and style analysis. Before joining SAAMCo in November 2004, he was a portfolio analytics specialist at FactSet Research Systems from January 2002 to November 2004, where he created customized solutions for clients managing long/short, American Depository Receipt, and derivative portfolios. From November 2000 to January 2002, he worked in the consulting group at FactSet Research Systems.
Voege holds a Charted Financial Analyst designation. |
| Min Initial Investment: | 500 | | Min Initial Investment, IRA: | 250 | | Min Initial Investment, AIP: | 500 | | Min Subsequent Investment: | 100 | | Min Subsequent Investment, IRA: | 25 | | Min Subsequent Investment, AIP: | 25 |
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| The investment seeks total return (including capital appreciation and current income).
The fund's principal investment strategy is value. The value oriented philosophy to which the portfolio subscribes is that of investing in securities believed to be undervalued in the market. At least 80% of the portfolio's net assets, plus any borrowing for investment purposes, will be invested in dividend yielding equity securities. |
| Last Dividend
(Mar 26, 2013)
:
| 0.09 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 19, 2013)
:
| 20.00% | | Average for Category: | 91.94% |
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| Expense | FDSAX | Category Avg |
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| Annual Report Expense Ratio (net): | 0.98% | 1.21% | | Prospectus Net Expense Ratio: | 0.98% | N/A | | Prospectus Gross Expense Ratio: | 0.98% | N/A | | Max 12b1 Fee: | 0.35% | N/A | | Max Front End Sales Load: | 5.75% | 5.39% | | Max Deferred Sales Load:
| N/A | 2.37% | | 3 Yr Expense Projection*: | 869 | 533 | | 5 Yr Expense Projection*: | 1,086 | 833 | | 10 Yr Expense Projection*: | 1,707 | 1,678 |
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0.09(0.57%) May 24