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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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 41.08%
Worst 1Y Total Return -36.95%
Number of Years Up 11
Number of Years Down 4

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

Risk Statistics

3 Years5 Years10 Years
SFLAXCategory AverageSFLAXCategory AverageSFLAXCategory Average
Alpha -2.65 -0.01 0.2 -0.01 -1.43 -0.01
BETA 1.02 0.01 1.04 0.01 1.05 0.01
Mean Annual Return 1.39 0.01 1.53 0.01 1.18 0.01
R-squared 96.17 0.94 92.88 0.95 89.37 0.95
Standard Deviation 19.31 0.17 16.15 0.19 15.14 0.15
Sharpe Ratio 0.8 0 1.06 0.01 0.89 0.01
Treynor Ratio 14.37 0.03 16.63 0.1 12.55 0.1

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