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SunAmerica Specialty Series - AIG Focused Alpha Large-Cap Fund (SFLWX)

30.84 -0.15 (-0.48%)
At close: July 28 at 8:02 PM EDT

Fund Summary

The investment seeks growth of capital. The fund's principal investment strategies are growth, value and "focused." It is managed by two subadvisers, one manages the large-cap growth portion of the fund and the other manages the large-cap value portion of the fund. The fund will invest approximately 50% of its assets in the large-cap growth portion of the fund and 50% of its assets in the large-cap value portion of the fund. It normally invests at least 80% of its net assets, plus any borrowing for investment purposes, in large-cap companies. The fund is non-diversified.

SunAmerica Specialty Series - AIG Focused Alpha Large-Cap Fund

SunAmerica Specialty Series
HARBORSIDE FINANCIAL CENTER 3200 PLAZA FIVE
800-858-8850

Fund Overview

Category Large Blend
Fund Family AIG
Net Assets 757.62M
YTD Return 13.61%
Yield 0.00%
Morningstar Rating
Inception Date Jan 23, 2012

Fund Operations

Last Dividend 0.00
Last Cap Gain 0.00
Holdings Turnover 75.00%
Average for Category --

Fees & Expenses

Expense SFLWX Category Average
Annual Report Expense Ratio (net) 1.51% 0.84%
Prospectus Net Expense Ratio 1.51% --
Prospectus Gross Expense Ratio 1.50% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.18%
Max Deferred Sales Load -- 1.28%
3 Yr Expense Projection 477 --
5 Yr Expense Projection 824 --
10 Yr Expense Projection 1,802 --

Management Information

Todd Burnside, Lead Manager since October 30, 2017
Brandon Geisler is the portfolio manager of the Marsico 21st Century Fund; co-manager of the Marsico Focus Fund with Tom Marsico; and co-manager of the Marsico Growth Fund with Tom Marsico and Peter Marsico; and co-manager of the Marsico Global Fund with Tom Marsico and Rob Susman. He joined Marsico Capital in 2006 and has over 15 years of experience in the financial services industry. Brandon spent four years with Goldman, Sachs & Co., where he was a Vice President in Equity Research covering the restaurant and other consumer-related industry groups. At Marsico Capital, Brandon has remained actively involved in those areas, while broadening his research responsibilities to include many other industries. Brandon received his MBA degree and Honours BS degree from McMaster University in Ontario.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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