SunAmerica Focused Small-Cap Value A
Harborside Financial Center 3200 Plaza 5 Jersey City NJ 07311
Map
Phone: 800-858-8850
| Category: | Small Value | | Fund Family: | SunAmerica | | Net Assets: | 130.90M | | Year-to-Date Return: | -35.64% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Oct-97 |
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Daniel Lew
Lead Manager since
28-Feb-06 | | | Lew is a portfolio manager for Citizens Advisers, his employer since 2003. Prior to that, he served as a senior equity analyst for Strong Capital Management from 1997 to 2003, and as a senior consultant for William M. Mercer Investment Consulting from 1995 to 1997. Lew holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $25 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks long-term growth of capital. The fund makes active trading of equity securities of companies that offer the potential for long-term growth of capital with characteristics similar to those contained in Russell 2000 Growth Index. It is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
(13-Dec-07):
| 1.80 | | Annual Holdings Turnover
| 170.00% | | Average for Category:
| 84.20% |
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| Expense | SSSAX | Category
Avg | | Total Expense Ratio: | 1.68%
| 1.52% | | Max 12b1 Fee: | 0.35%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$1,077 | $693 | | 5 Yr Expense Projection*: |
$1,440 | $1,059 | | 10 Yr Expense Projection*: |
$2,458 | $2,055 |
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2.63% Nasdaq 0.00%
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