SunAmerica Focused Growth & Inc B
Harborside Financial Center 3200 Plaza 5 Jersey City NJ 07311
Map
Phone: 800-858-8850
| Category: | Large Growth | | Fund Family: | SunAmerica | | Net Assets: | 33.45M | | Year-to-Date Return: | -23.41% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Oct-97 |
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Robert C. Doll Jr
Lead Manager since
22-Aug-08 | | | Doll has been vice chairman and director of BlackRock, Inc. since 2006. He was president of FAM and its affiliate, Merrill Lynch Investment Managers, L.P. (MLIM), from 2001 to 2006. He was Co-Head (Americas Region) of MLIM from 1999 to 2000. Prior to joining MLIM, he was chief investment officer of OppenheimerFunds, Inc. in 1999 and executive vice president thereof from 1991 to 1999. Doll holds the Charted Financial Analyst and Certified Public Accoutant designations. |
| 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 and income. The fund normally invests at least 65% of total assets in equities issued by companies with market capitalizations in excess of $5 billion. To select equities, the advisor seeks a blend of what it considers to be growth companies, value companies, and companies judged to have elements of both growth and value. It may invest up to 35% of total assets in securities of smaller companies. The fund is nondiversified. |
| Last Dividend
(14-Jul-98):
| 0.01 | | Last Cap Gain
(13-Dec-07):
| 2.74 | | Annual Holdings Turnover
| 257.00% | | Average for Category:
| 98.66% |
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| Expense | FOGBX | Category
Avg | | Total Expense Ratio: | 2.32%
| 1.35% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 4.00%
| 2.68% | | 3 Yr Expense Projection*: |
$1,039 | $622 | | 5 Yr Expense Projection*: |
$1,465 | $957 | | 10 Yr Expense Projection*: |
$2,525 | $1,889 |
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11.08% Nasdaq 0.00%
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