2 / 5 Stars
1 1 4 1 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 330 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 15.65 percent over the past year, 8.83 percent over the past three years, 1.07 percent over the past five years, and 5.50 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||12.8%|
|3 Years (Annualized)||8.8%|
|5 Years (Annualized)||1.1%|
|10 Years (Annualized)||5.5%|
The investment seeks long-term growth of capital. The fund invests in securities believed to be undervalued in the market. It invests in stocks of large, well known companies with solid financial strength and generous dividend yields that have attractive valuations (e.g., as measured by low price earnings ratios) and that may have generally been overlooked by the market.
Fees are Low compared to funds in the same category.
SunAmerica Value Fund has an expense ratio of 2.26 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.