SunAmerica Focused Small-Cap Value B Harborside Financial Center 3200 Plaza 5 Jersey City NJ 07311 Map
Phone: 800-858-8850
| Category: | Small Blend | | Fund Family: | SunAmerica | | Net Assets: | 11.37M | | Year-to-Date Return: | 18.03% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Oct-97 |
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Daniel Lew
Lead Manager since
28-Feb-06 | | | Lew is a portfolio manager for Citizens Advisers, his employer since 2003. Prior to that, he served as a senior equity analyst for Strong Capital Management from 1997 to 2003, and as a senior consultant for William M. Mercer Investment Consulting from 1995 to 1997. Lew holds the Chartered 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 long-term growth of capital. The fund makes active trading of equity securities of companies that offer the potential for long-term growth of capital with characteristics similar to those contained in Russell 2000 Growth Index. It is nondiversified. |
| Last Dividend
(15-Dec-09):
| 0.18 | | Last Cap Gain
(13-Dec-07):
| 1.80 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 91.53% |
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| Expense | SSSBX | Category Avg | | Total Expense Ratio: | %
| 1.41% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.36% | | Max Deferred Sales Load: | 4.00%
| 2.34% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $620 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $994 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,000 |
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