SunAmerica Disciplined Growth A
Harborside Financial Center 3200 Plaza 5 Jersey City NJ 07311
Map
Phone: 800-858-8850
| Category: | Large Growth | | Fund Family: | SunAmerica | | Net Assets: | 26.13M | | Year-to-Date Return: | -21.64% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-99 |
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Paul Ma
Lead Manager since
31-Oct-05 | | | Ma is a portfolio manager and vice president at SunAmerica and is the head of quantitative research. He has over seven years of experience in the investment industry. Prior to joining SunAmerica, Ma was a senior quantitative analyst at Putnam Investments. He was also the co-founder of LifeHarbor Investments. Ma 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 capital appreciation. The fund invests primarily inequity securities that demonstrate the potential for capital appreciation, without regard to market capitalization. The industry weightings of the fund are similar to those of the S&P 500 stock index. The fund attempts to invest in a tax aware manner, which is designed to reduce, but not eliminate, capital gains distributions to shareholders. |
| Last Dividend
(14-Dec-05):
| 0.06 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 446.00% | | Average for Category:
| 98.32% |
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| Expense | TXMAX | Category
Avg | | Total Expense Ratio: | 1.34%
| 1.35% | | Max 12b1 Fee: | 0.35%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$1,007 | $622 | | 5 Yr Expense Projection*: |
$1,322 | $957 | | 10 Yr Expense Projection*: |
$2,210 | $1,889 |
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1.49% Nasdaq 
0.27%
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