SunAmerica Balanced Assets B
Harborside Financial Center 3200 Plaza 5 Jersey City NJ 07311
Map
Phone: 800-858-8850
| Category: | Moderate Allocation | | Fund Family: | SunAmerica | | Net Assets: | 6.26M | | Year-to-Date Return: | 15.20% | | Yield: | 1.57% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Jan-85 |
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Rajeev Mittal
Lead Manager since
27-Jan-06 | | | Mittal, MD and head of Emerging Markets Debt, joined AIG Investments in 1992. He is responsible for the portfolio management of emerging sovereign strategies; CDS for internal and non-affiliated clients. Prior to his current position, his responsibilities included portfolio management of single currency U.S. Dollar, Sterling, Irish Punt and global bond portfolios. He is a member of the Fixed Income Asset Allocation Team and represents emerging markets debt in the Global Asset Allocation Committee meetings. |
| 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 capital appreciation and conservation of principal. The fund invests partly in equity securities that demonstrate the potential for capital appreciation issued by companies with market capitalization of over $1.5 billion, and partly in investment-grade fixed income securities. |
| Last Dividend
(28-Sep-09):
| 0.02 | | Last Cap Gain
(14-Dec-00):
| 2.00 | | Annual Holdings Turnover
| 122.00% | | Average for Category:
| 74.74% |
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| Expense | SBABX | Category
Avg | | Total Expense Ratio: | 2.32%
| 1.02% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.29% | | Max Deferred Sales Load: | 4.00%
| 2.72% | | 3 Yr Expense Projection*: |
$ 1,027 | $632 | | 5 Yr Expense Projection*: |
$ 1,445 | $951 | | 10 Yr Expense Projection*: |
$ 2,486 | $1,857 |
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1.47% Nasdaq 
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