4 / 5 Stars
5 5 4 1 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 485 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.92 percent over the past year, 19.87 percent over the past three years, and 8.44 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||18.3%|
|3 Years (Annualized)||19.9%|
|5 Years (Annualized)||8.4%|
|10 Years (Annualized)||N/A|
The investment seeks growth of capital. The fund's principal investment strategies are growth and "focused." It is managed by two subadvisers, one of which manages the large-cap portion of the fund and the other which manages the small- and mid-cap portion of the fund. The fund will generally hold up to a total of 40 securities, including approximately 10 to 20 securities in the large-cap portion and approximately 20 securities in the small- and mid-cap portion of the fund. It will invest approximately 65% of its assets in the large-cap portion of the fund and 35% of its assets in the small- and mid-cap portion of the fund. The fund is non-diversified.
Fees are High compared to funds in the same category.
SunAmerica Focused Alpha Growth Fund has an expense ratio of 1.68 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.