1 / 5 Stars
1 1 3 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 247 Moderate Allocation 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 16.95 percent over the past year, 5.00 percent over the past three years, 12.66 percent over the past five years, and 3.59 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.9%|
|3 Years (Annualized)||5.0%|
|5 Years (Annualized)||12.7%|
|10 Years (Annualized)||3.6%|
The investment seeks growth of capital. The fund uses a "fund of funds" strategy. The principal investment technique of the portfolio is allocation of assets among a combination of SunAmerica funds that invest in equity and fixed income securities. It allocates 60% of its assets in Domestic Equity Securities, 10% in Fixed-Income Securities, 10% in Foreign Equity Securities, 10% in Alternative Strategies and 10% in Global Strategies.
Fees are Above Average compared to funds in the same category.
SunAmerica Focused Multi-Asset Strategy Fund has an expense ratio of 0.89 percent.
Risk is Average compared to funds in the same category according to Morningstar.