SunAmerica Focused Small-Cap Value C Harborside Financial Center 3200 Plaza 5 Jersey City NJ 07311 Map
Phone: 800-858-8850
| Category: | Small Blend | | Fund Family: | SunAmerica | | Net Assets: | 30.15M | | Year-to-Date Return: | 16.26% | | 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
(14-Jul-98):
| 0.01 | | Last Cap Gain
(13-Dec-07):
| 1.80 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 92.45% |
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| Expense | SSSTX | Category Avg | | Total Expense Ratio: | 2.12%
| 1.40% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | 1.00%
| 2.34% | | 3 Yr Expense Projection*: |
$ 670 | $618 | | 5 Yr Expense Projection*: |
$ 1,149 | $996 | | 10 Yr Expense Projection*: |
$ 2,472 | $2,008 |
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