2 / 5 Stars
2 1 3 1 5
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 325 Large Value 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 19.29 percent over the past year, 11.26 percent over the past three years, 20.07 percent over the past five years, and 5.23 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-5.1%|
|3 Years (Annualized)||11.3%|
|5 Years (Annualized)||20.1%|
|10 Years (Annualized)||5.2%|
The investment seeks long-term growth of capital. The fund's principal investment strategy is based on value. The value oriented philosophy to which the fund subscribes is that of investing in securities believed to be undervalued in the market. The adviser selects securities through extensive quantitative research, which includes the use of a multi-factor model that the adviser employs to identify and rank companies within the Russell 3000 Value Index. It employs a strategy to hold securities between its annual rebalancings, even if there are adverse developments concerning a particular security, an industry, the economy or the stock market generally.
Fees are High compared to funds in the same category.
SunAmerica Strategic Value Portfolio has an expense ratio of 2.31 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.