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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: $14.48 on 2/10/2016, Change: -0.14 (-0.96%)

 

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

Fund Manager Information

Fund Manager Tenure: 2.3 years
Similar Funds: FDSBX  FDSTX 
Fund Family: SunAmerica
Fund Category: Large Value
Fund Performance: Jan 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.82)     (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 Jan 30, 2016

  • SunAmerica Focused Dividend Strategy A Fund (FDSAX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • SunAmerica Focused Dividend Strategy A Fund (FDSAX) has good short-term performance (1-year return -1.42% vs -5.38% Large Value category median performance)
  • SunAmerica Focused Dividend Strategy A Fund (FDSAX) has good mid-term performance (3-year return 11.85% vs 7.85% Large Value category median performance)
  • SunAmerica Focused Dividend Strategy A Fund (FDSAX) has good Long-term performance (5-year return 13.42% vs 8.24% 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 10.96, lower than category average of 11
  • SunAmerica Focused Dividend Strategy A Fund (FDSAX) has a lower expense ratio than its Large Value average: 1.06% vs 1.11%

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 Jan 30, 2016

  • SunAmerica Focused Dividend Strategy A Fund (FDSAX) management has been with SunAmerica Focused Dividend Strategy A Fund for only 2.3 years, it is hard to judge manager's ability based on this fund's operation record
  • SunAmerica Focused Dividend Strategy A Fund (FDSAX) has an annual stock turnover rate of 56.00% that is higher than the Large Value average of 40.52%. 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
  • Asset base in SunAmerica Focused Dividend Strategy A Fund (FDSAX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See SunAmerica Focused Dividend Strategy A Fund (FDSAX) performance details as of Jan 30, 2016

 

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 A-2.21-1.4211.8513.42
American Funds Washington Mutual R6 (RWMGX)-4.27-0.9810.7010.97Compare
Invesco Diversified Dividend A (LCEAX)-2.101.5311.0310.48Compare
AB Growth and Income A (CABDX)-4.320.0910.2811.32Compare

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
First Trust Morningstar Div Leaders ETF (FDL)0.97%5.34%11.22%
PowerShares S&P 500 Low Volatility ETF (SPLV)-1.75%2.76%12.07%
First Trust Value Line Dividend ETF (FVD)-0.71%1.83%12.01%
iShares Core High Dividend (HDV)0.11%1.79%9.58%
Schwab US Dividend Equity ETF (SCHD)-2.28%0.54%11.06%

 

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
01/2016$9.30B
12/2015$9.48B
11/2015$9.91B
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
11/20150.5%97.14%0%2.36%
10/20151.31%98.69%0%0%
09/20151.49%98.51%0%0%
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

Nov 29, 2015
Eaton Corporation, PLC Ordinary [3.56%]
Dow Chemical Company (The) Comm [3.5%]
General Electric Company Common [3.46%]
Emerson Electric Company Common [3.45%]
Merck & Company, Inc. Common St [3.42%]
Noble Corporation Ordinary Shar [3.37%]
Omnicom Group Inc. Common Stock [3.33%]
Philip Morris International Inc [3.3%]

Oct 30, 2015
Reynolds American Inc Common St [4.84%]
The Kraft Heinz Company [4.4%]
Altria Group, Inc. [3.98%]
Lockheed Martin Corporation Com [3.8%]
Pfizer, Inc. Common Stock [3.62%]
Kellogg Company Common Stock [3.59%]
General Electric Company Common [3.56%]
Merck & Company, Inc. Common St [3.51%]
LyondellBasell Industries NV Or [3.44%]

Sep 29, 2015
Reynolds American Inc Common St [4.86%]
The Kraft Heinz Company [4.37%]
Lockheed Martin Corporation Com [3.94%]
Altria Group, Inc. [3.93%]
Kellogg Company Common Stock [3.72%]
Pfizer, Inc. Common Stock [3.69%]
H&R Block, Inc. Common Stock [3.68%]
Cisco Systems, Inc. [3.65%]
General Electric Company Common [3.4%]
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

Popular pages on SunAmerica Focused Dividend Strategy A (FDSAX) Fund

  

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