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SunAmerica Focused Dividend Strategy A (FDSAX) Fund Ranking and Research

Ranking, Research and Recommendation of SunAmerica Focused Dividend Strategy A (FDSAX) Fund

    Last Trade: $17.77 on 8/29/2014, Change: +0.05 (0.28%)

 

Graph of SunAmerica Focused Dividend Strategy A Fund (FDSAX) ManagerFund Manager - Timothy Campion

Fund Manager Information

Fund Manager Tenure: 0.9 years
Similar Funds: FDSBX  FDSTX 
Fund Family: SunAmerica
Fund Category: Large Value
Fund Performance: Jul 30, 2014
Fundmojo Fund Grade: N/A (Score: *Manager is New*)     (What does this score mean?)

 

Graph of SunAmerica Focused Dividend Strategy A Fund (FDSAX) ProfileSunAmerica Focused Dividend Strategy A Fund (FDSAX) Profile

Fund Profile and Description

SunAmerica Focused Dividend Strategy A Fund seeks total return (including capital appreciation and current income). SunAmerica Focused Dividend Strategy A Fund invests at least 80% of the net assets in dividend yielding equity securities. It selects up to thirty high dividend yielding common stocks, which will be evaluated and adjusted at the discretion of the portfolio manager on an annual basis. SunAmerica Focused Dividend Strategy A Fund is non-diversified.

 

SunAmerica Focused Dividend Strategy A (FDSAX) Fund Strength What we like about SunAmerica Focused Dividend Strategy A (FDSAX) Fund

Data for SunAmerica Focused Dividend Strategy A Fund (FDSAX) as of Jul 30, 2014

  • SunAmerica Focused Dividend Strategy A Fund (FDSAX) has good mid-term performance (3-year return 19.21% vs 15.59% Large Value category median performance)
  • SunAmerica Focused Dividend Strategy A Fund (FDSAX) has good Long-term performance (5-year return 19.14% vs 15.14% Large Value category median performance)
  • SunAmerica Focused Dividend Strategy A Fund (FDSAX) ratio of up-years vs down years is greater than 2
  • SunAmerica Focused Dividend Strategy A Fund (FDSAX) has a Morningstar rating of 4 and above
  • SunAmerica Focused Dividend Strategy A Fund (FDSAX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.84, lower than category average of 12.89
  • SunAmerica Focused Dividend Strategy A Fund (FDSAX) has a lower expense ratio than its Large Value average: 0.98% vs 1.13%

SunAmerica Focused Dividend Strategy A Fund (FDSAX) Weakness What we are cautious about SunAmerica Focused Dividend Strategy A (FDSAX) Fund

Data for SunAmerica Focused Dividend Strategy A Fund (FDSAX) as of Jul 30, 2014

  • SunAmerica Focused Dividend Strategy A Fund (FDSAX) management has been with SunAmerica Focused Dividend Strategy A Fund for only 0.9 years, it is hard to judge manager's ability based on this fund's operation record
  • SunAmerica Focused Dividend Strategy A Fund (FDSAX) has a less-than-ideal short-term performance (1-year return 7.84% vs 14.12% Large Value category median performance)
  • SunAmerica Focused Dividend Strategy A Fund (FDSAX) has an annual stock turnover rate of 42.00% that is higher than the Large Value average of 36.95%. This could mean SunAmerica Focused Dividend Strategy A is more nimble, but also signal potential high tax impact and high trading fees
  • SunAmerica Focused Dividend Strategy A Fund (FDSAX) carries a 5.75% load
See SunAmerica Focused Dividend Strategy A Fund (FDSAX) performance details as of Jul 30, 2014

 

What do you think?

 

Compare SunAmerica Focused Dividend Strategy A Fund (FDSAX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
SunAmerica Focused Dividend Strategy A1.537.8419.2119.14
American Funds Washington Mutual R6 (RWMGX)4.4615.1916.6816.76Compare
Federated MDT Stock Instl (FMSTX)8.1720.6321.3017.92Compare
VY Invesco Comstock I (IVKIX)5.6316.3217.4917.19Compare

See top fund managers for Large Value Category Funds

 

Compare SunAmerica Focused Dividend Strategy A Fund (FDSAX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P Dividend (SDY)2.77%9.57%16.19%
SPDR Dow Jones Industrial Average (DIA)1.06%9.07%13.64%
PowerShares S&P 500 Low Volatil (SPLV)4.32%8.15%15.20%
First Trust Large Cap Value Opp AlphaDEX (FTA)6.66%17.51%17.94%
iShares High Dividend Equity (HDV)9.03%17.38%16.67%

 

Graph of SunAmerica Focused Dividend Strategy A Fund (FDSAX) Net Asset TrackingSunAmerica Focused Dividend Strategy A (FDSAX) Fund Net Asset

Track net asset change of SunAmerica Focused Dividend Strategy A fund (FDSAX)

DateNet Asset
07/2014$8.22B
06/2014$8.34B
03/2014$7.93B
More historic net asset information on SunAmerica Focused Dividend Strategy A Fund (FDSAX)

  

Graph of SunAmerica Focused Dividend Strategy A Fund (FDSAX) Portfolio TrackingSunAmerica Focused Dividend Strategy A (FDSAX) Fund Portfolio Allocation

Track portfolio allocation change of SunAmerica Focused Dividend Strategy A fund (FDSAX)

DateCashStockBondOther
05/20141.37%98.43%0%0.2%
04/20140.72%99.25%0%0.03%
02/20141.66%98.18%0%0.16%
Click here to see more historic asset allocation information on SunAmerica Focused Dividend Strategy A Fund (FDSAX)

 

graph of SunAmerica Focused Dividend Strategy A Fund (FDSAX) Top 10 Position TrackingTop 10 Holdings in SunAmerica Focused Dividend Strategy A (FDSAX) Fund

Discover what SunAmerica Focused Dividend Strategy A Fund (FDSAX) manager is buying

May 30, 2014
Merck & Company, Inc. Common St [3.89%]
Lorillard, Inc Common Stock [3.81%]
Lockheed Martin Corporation Com [3.77%]
Eli Lilly and Company Common St [3.76%]
Reynolds American Inc Common St [3.67%]
Raytheon Company Common Stock [3.63%]
Kraft Foods Group, Inc. [3.59%]
Intel Corporation [3.57%]
HollyFrontier Corporation Commo [3.54%]
Altria Group, Inc. [3.51%]

Apr 29, 2014
Merck & Company, Inc. Common St [3.99%]
HollyFrontier Corporation Commo [3.84%]
Lockheed Martin Corporation Com [3.84%]
Eli Lilly and Company Common St [3.77%]
Lorillard, Inc Common Stock [3.7%]
Raytheon Company Common Stock [3.6%]
Intel Corporation [3.54%]
Reynolds American Inc Common St [3.52%]
Kraft Foods Group, Inc. [3.48%]
Microsoft Corporation [3.44%]

Feb 27, 2014
Merck & Company, Inc. Common St [3.95%]
Eli Lilly and Company Common St [3.86%]
Lockheed Martin Corporation Com [3.85%]
Raytheon Company Common Stock [3.75%]
H&R Block, Inc. Common Stock [3.7%]
Accenture plc. Class A Ordinary [3.59%]
Kraft Foods Group, Inc. [3.43%]
CA Inc. [3.4%]
HollyFrontier Corporation Commo [3.37%]
Pfizer, Inc. Common Stock [3.35%]
Click here for Stock Holding Change Map in SunAmerica Focused Dividend Strategy A Fund (FDSAX)

  

Latest News on SunAmerica Focused Dividend Strategy A (FDSAX) Fund

See what is happening with SunAmerica Focused Dividend Strategy A Fund (FDSAX)

 

SunAmerica Focused Dividend Strategy A Fund (FDSAX) Related ResourcesSee more information on SunAmerica Focused Dividend Strategy A (FDSAX) Fund

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