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Mutual Fund Insights: SunAmerica Focused Dividend Strategy A Fund (FDSAX)

In-depth Analysis of SunAmerica Focused Dividend Strategy A Fund (FDSAX)

Mutual fund chart: SunAmerica Focused Dividend Strategy A Fund (FDSAX)

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See SunAmerica Focused Dividend Strategy A Fund (FDSAX) performance details as of February 28, 2010

  

    Last Trade: $10.56 on 3/19/2010, Change: -0.03 (-0.28%)
Experiment our closing price forecasting tool for SunAmerica Focused Dividend Strategy A Fund (FDSAX) (alpha release)

  

Fund Manager - Brendan Voege

Fund Manager Tenure: 3.5 years   [Similar Funds: FDSBX  FDSTX ]
Fundmojo Fund Grade: A+ (Score: 0.81)     (What does this score mean?)
Brendan Voege is a portfolio manager and quantitative analyst at AIG SAAMCo. Before joining AIG SAAMCo in November 2004, Brendan Voege was a portfolio analytics specialist at FactSet Research Systems from January 2002 to November 2004. From November 2000 to January 2002, Brendan Voege worked in the consulting group at FactSet Research Systems. Brendan Voege holds a Charted Financial Analyst designation.  Get more insights on Brendan Voege

  

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

Data for SunAmerica Focused Dividend Strategy A Fund (FDSAX) as of February 28, 2010

  • SunAmerica Focused Dividend Strategy A Fund (FDSAX) management has been with SunAmerica Focused Dividend Strategy A Fund for 3.5 years
  • SunAmerica Focused Dividend Strategy A Fund (FDSAX) has good short-term performance (1-year return 89.09% vs 54.22 % Large Value category average)
  • SunAmerica Focused Dividend Strategy A Fund (FDSAX) has good mid-term performance (3-year return 0.86% vs -7.29 % Large Value category average)
  • SunAmerica Focused Dividend Strategy A Fund (FDSAX) has good Long-term performance (5-year return 4.00% vs -0.22 % Large Value category average)
  • 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 management fee than its Large Value average: 0.94% vs 1.29%

  

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

Data for SunAmerica Focused Dividend Strategy A Fund (FDSAX) as of February 28, 2010

  • SunAmerica Focused Dividend Strategy A Fund is a focused fund with 34.75% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • SunAmerica Focused Dividend Strategy A Fund (FDSAX) has an annual stock turnover rate of 84.00% that is higher than the Large Value average of 69.56%. 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) is more volatile than its peers as it has a 3-year Standard Deviation of 24.63 that is higher than category average of 20.8
  • SunAmerica Focused Dividend Strategy A Fund (FDSAX) carries a 5.75% load
See SunAmerica Focused Dividend Strategy A Fund (FDSAX) performance details as of February 28, 2010

  

  

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SunAmerica Focused Dividend Strategy A Fund (FDSAX) Net Asset

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

DateNet Asset
02/2010$186.60M
01/2010$95.48M
11/2009$78.02M
More historic net asset information on SunAmerica Focused Dividend Strategy A Fund (FDSAX)

  

SunAmerica Focused Dividend Strategy A Fund (FDSAX) Portfolio Allocation

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

DateCashStockBondOther
11/20092.78%97.22%0%0%
09/20092.46%97.54%0%0%
08/20092.73%97.27%0%0%
Click here to see more historic asset allocation information on SunAmerica Focused Dividend Strategy A Fund (FDSAX)

  

Most Recent Top 10 Holdings in SunAmerica Focused Dividend Strategy A Fund (FDSAX)

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

30-Nov-09
BARNES & NOBLE [4.24%]
HUNTSMAN CORPORATION [3.64%]
BRISTOL-MYERS SQUIBB [3.5%]
H R BLOCK INC [3.42%]
LOCKHEED MARTIN CP [3.37%]
HOME DEPOT INC [3.36%]
BOEING CO [3.34%]
NORTHROP GRUM HOL CO [3.33%]
VERIZON COMMUN [3.32%]
LILLY ELI CO [3.32%]

30-Sep-09
R.R. Donnelley & Sons Company [3.93%]
Garmin Ltd. [3.73%]
GEN ELECTRIC CO [3.64%]
PITNEY BOWES INC [3.63%]
BOEING CO [3.59%]
FRONTLINE LTD [3.53%]
Hubbell, Inc. B [3.52%]
Windstream Corporation [3.49%]
AT&T INC. [3.44%]
MEREDITH CP [3.43%]

31-Aug-09
Garmin Ltd. [3.97%]
R.R. Donnelley & Sons Company [3.92%]
AMER EXPRESS INC [3.91%]
BOEING CO [3.56%]
MCGRAW HILL COS THE [3.42%]
MERCK CO INC [3.38%]
PITNEY BOWES INC [3.37%]
Hubbell, Inc. B [3.33%]
SUNOCO INC [3.32%]
PFIZER INC [3.29%]
Click here for Stock Holding Change Map in SunAmerica Focused Dividend Strategy A Fund (FDSAX)

  

Related books and products to SunAmerica Focused Dividend Strategy A Fund (FDSAX)

  

Latest News on SunAmerica Focused Dividend Strategy A (FDSAX)

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