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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: $18.51 on 11/21/2014, Change: +0.07 (0.38%)

 

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

Fund Manager Information

Fund Manager Tenure: 1.1 years
Similar Funds: FDSBX  FDSTX 
Fund Family: SunAmerica
Fund Category: Large Value
Fund Performance: Oct 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 Oct 30, 2014

  • SunAmerica Focused Dividend Strategy A Fund (FDSAX) has good mid-term performance (3-year return 21.11% vs 18.14% Large Value category median performance)
  • SunAmerica Focused Dividend Strategy A Fund (FDSAX) has good Long-term performance (5-year return 18.86% vs 14.58% 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) 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 Oct 30, 2014

  • SunAmerica Focused Dividend Strategy A Fund (FDSAX) management has been with SunAmerica Focused Dividend Strategy A Fund for only 1.1 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 9.78% vs 13.90% 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 37.29%. 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 Oct 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 A7.339.7821.1118.86
American Funds Washington Mutual R6 (RWMGX)9.6615.6118.7816.67Compare
Federated MDT Stock Instl (FMSTX)11.0518.9323.6017.15Compare
LWAS/DFA US High Book To Market (DFBMX)7.9215.3822.6218.41Compare

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
Grail American Beacon Large Value ETF (GVT)12.78%16.72%21.00%
Vanguard High Dividend Yield Indx ETF (VYM)11.46%16.34%19.51%
WisdomTree LargeCap Dividend (DLN)11.49%16.29%18.49%
RevenueShares Large Cap (RWL)9.18%16.18%21.10%
PowerShares Dynamic Large Cap Value (PWV)9.51%16.14%20.16%

 

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
10/2014$8.41B
09/2014$8.28B
08/2014$8.35B
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
09/20140%0%0%0%
08/20140%100%0%0%
07/20140.97%99.03%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

Sep 29, 2014
Intel Corporation [4.55%]
Lockheed Martin Corporation Com [4.21%]
Eli Lilly and Company Common St [4.08%]
Merck & Company, Inc. Common St [3.99%]
Microsoft Corporation [3.9%]
Altria Group, Inc. [3.88%]
Raytheon Company Common Stock [3.78%]
Lorillard, Inc Common Stock [3.68%]
Reynolds American Inc Common St [3.63%]
H&R Block, Inc. Common Stock [3.53%]

Aug 30, 2014
Intel Corporation [4.57%]
Merck & Company, Inc. Common St [4.04%]
Lockheed Martin Corporation Com [4.01%]
Eli Lilly and Company Common St [4%]
Microsoft Corporation [3.82%]
H&R Block, Inc. Common Stock [3.81%]
Lorillard, Inc Common Stock [3.66%]
Altria Group, Inc. [3.64%]
HollyFrontier Corporation Commo [3.6%]
Reynolds American Inc Common St [3.6%]

Jul 30, 2014
Intel Corporation [4.49%]
Lockheed Martin Corporation Com [3.89%]
Eli Lilly and Company Common St [3.88%]
Merck & Company, Inc. Common St [3.86%]
Lorillard, Inc Common Stock [3.76%]
H&R Block, Inc. Common Stock [3.7%]
Microsoft Corporation [3.67%]
Reynolds American Inc Common St [3.48%]
Altria Group, Inc. [3.47%]
Cisco Systems, Inc. [3.44%]
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