SunAmerica 2020 High Watermark Fund

Class A (HWKAX)
Scorecard
1 / 5 Stars
Lipper
1 1 4 1 4
Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
TheStreet.com
E (Sell)

U.S. News evaluated 20 Long-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 0.55 percent over the past year, 4.30 percent over the past three years, 4.94 percent over the past five years, and 2.70 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 2.7%
1 Year 0.6%
3 Years (Annualized) 4.3%
5 Years (Annualized) 4.9%
10 Years (Annualized) 2.7%

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Summary

The investment seeks capital appreciation to the extent consistent with preservation of capital investment gains; high total return is as a secondary objective. The fund seeks to generate capital appreciation by dynamically allocating its portfolio exposure to U.S. equity markets and to U.S. fixed income markets. It normally will initially seek significant equity exposures and relatively long duration fixed income exposures and will be managed such that, as the Protected Maturity Date approaches, fund holdings are increasingly devoted to high-grade, short-term fixed income securities.

Fees

Fees are High compared to funds in the same category.
SunAmerica 2020 High Watermark Fund has an expense ratio of 1.34 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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