Nasdaq - Delayed Quote USD

SunAmerica Specialty Series - AIG Focused Alpha Large-Cap Fund (SFLAX)

30.03 -0.16 (-0.53%)
At close: July 28 at 8:02 PM EDT

Performance Overview

Morningstar Return Rating 3
YTD Return 9.51%
5y Average Return 11.03%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (Feb 4, 2019) 41.08%
Worst 1Y Total Return (Feb 4, 2019) -36.95%
Best 3Y Total Return 41.08%
Worst 3Y Total Return -5.84%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SFLAX
Category
YTD
13.49%
5.31%
1-Month
1.98%
-4.19%
3-Month
2.60%
3.90%
1-Year
29.99%
20.31%
3-Year
14.69%
6.48%
5-Year
13.71%
11.78%
10-Year
13.78%
10.96%
Last Bull Market
26.75%
25.56%
Last Bear Market
-21.70%
-15.11%

Annual Total Return (%) History

Year
SFLAX
Category
2021
--
26.07%
2020
20.65%
15.83%
2019
25.21%
28.78%
2018
-3.11%
-6.27%
2017
30.89%
20.44%
2016
5.93%
10.37%
2015
-1.92%
-1.07%
2014
13.80%
10.96%

2013
41.08%
31.50%
2012
17.03%
14.96%
2011
-1.44%
-1.27%
2010
20.25%
14.01%
2009
23.15%
28.17%
2008
-36.95%
-37.79%
2007
17.40%
6.16%
2006
12.77%
14.17%

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 5.07% -- -- --
2020 -17.72% 24.94% 7.66% 9.02%
2019 14.21% 5.50% -1.22% 5.19%
2018 1.11% 4.55% 7.05% -14.37%
2017 7.21% 7.59% 8.87% 4.24%
2016 -1.58% -0.39% 5.00% 2.90%
2015 0.75% 0.79% -7.05% 3.91%
2014 0.08% 2.41% 4.75% 5.99%
2013 12.94% 3.77% 5.75% 13.82%
2012 20.69% -6.85% 6.28% -2.05%

2011 12.43% 0.97% -19.07% 7.28%
2010 4.59% -15.05% 19.06% 13.67%
2009 -9.69% 11.74% 15.63% 5.54%
2008 -12.44% 1.98% -12.25% -19.53%
2007 2.78% 4.52% 7.80% 1.38%
2006 4.98% -2.49% 2.97% 6.99%

Rank in Category (By Total Return)

YTD 83
1-Month 52
3-Month 70
1-Year 90
3-Year 69
5-Year 10

Load Adjusted Returns

1-Year 24.41%
3-Year 13.65%
5-Year 17.02%
10-Year 13.16%

Performance & Risk

YTD Return 9.51%
5y Average Return 11.03%
Rank in Category (ytd) 83
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family AIG
Net Assets 757.62M
YTD Return 13.49%
Yield 0.00%
Morningstar Rating
Inception Date Dec 27, 2005

Fund Summary

The fund's principal investment strategies are growth, value and "focused." It is managed by two subadvisers, one manages the large-cap growth portion of the fund and the other 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.

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