2 / 5 Stars
4 4 3 1 1
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 464 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 23.38 percent over the past year, 13.68 percent over the past three years, and 19.61 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.5%|
|3 Years (Annualized)||13.7%|
|5 Years (Annualized)||19.6%|
|10 Years (Annualized)||N/A|
The investment seeks growth of capital. The fund's principal investment strategies are growth, value and "focused." It is managed by two subadvisers, one of which manages the large-cap growth portion of the fund and the other which 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.
Fees are Above Average compared to funds in the same category.
SunAmerica Focused Alpha Large-Cap Fund has an expense ratio of 1.72 percent.
Risk is High compared to funds in the same category according to Morningstar.