SunAmerica Focused Balanced Strategy C
Harborside Financial Center 3200 Plaza 5 Jersey City NJ 07311
Map
Phone: 800-858-8850
| Category: | Moderate Allocation | | Fund Family: | SunAmerica | | Net Assets: | 145.66M | | Year-to-Date Return: | -9.50% | | Yield: | 3.49% | | Morningstar Rating: |  | | Fund Inception Date: | 08-Nov-02 |
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Steven Schoepke
Lead Manager since
28-Feb-06 | | | Schoepke is head of SunAmericas Research and Product Development group and is responsible for conducting due diligence and selecting investment managers for SunAmerica advised mutual funds. Prior to joining SunAmerica in 1997, Schoepke was Vice President and Senior Analyst with Moodys Investors Services managed funds and derivatives group. |
| 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 growth of capital and conservation of principal. The fund uses a "fund of funds" strategy. This approach is an investment strategy in which the assets of the fund are invested in shares of other mutual funds. The fund allocates its assets among a combination of funds within SunAmerica Style Select Series, Inc. and SunAmerica income funds. It expects to allocate between 0%-10% of total assets in foreign securities underlying funds. It is nondiversified. |
| Last Dividend
(26-Jun-08):
| 0.04 | | Last Cap Gain
(20-Dec-07):
| 2.26 | | Annual Holdings Turnover
| 60.00% | | Average for Category:
| 71.04% |
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| Expense | FBACX | Category
Avg | | Total Expense Ratio: | 0.81%
| 1.09% | | Max 12b1 Fee: | 0.65%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.25% | | Max Deferred Sales Load: | 1.00%
| 2.76% | | 3 Yr Expense Projection*: |
$685 | $625 | | 5 Yr Expense Projection*: |
$1,175 | $954 | | 10 Yr Expense Projection*: |
$2,524 | $1,865 |
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0.29% Nasdaq 
0.14%
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