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Fund Intelligence | Best Managers | SFDBX Insights | SFDBX Score | SFDBX Performance | SFDBX Manager | SFDBX News | SFDBX Allocation | SFDBX Holdings Change

Mutual Fund Insights: SunAmerica Focused Value B Fund (SFDBX)

In-depth Analysis of SunAmerica Focused Value B Fund (SFDBX)

Mutual fund chart: SunAmerica Focused Value B Fund (SFDBX)

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See SunAmerica Focused Value B Fund (SFDBX) performance details as of January 31, 2010

  

    Last Trade: $14.19 on 3/19/2010, Change: -0.13 (-0.91%)
Experiment our closing price forecasting tool for SunAmerica Focused Value B Fund (SFDBX) (alpha release)

  

Fund ManagerFund Manager - Murray Stahl

Fund Manager Tenure: 1.6 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Stahl is the chairman, treasurer and co-founder of Horizon since 1994.  Get more insights on Murray Stahl

  

What we like about SunAmerica Focused Value B Fund (SFDBX) What we like about SunAmerica Focused Value B Fund (SFDBX)

Data for SunAmerica Focused Value B Fund (SFDBX) as of January 31, 2010

  • SunAmerica Focused Value B Fund (SFDBX) has good short-term performance (1-year return 53.70% vs 32.89% Large Value category average)
  • SunAmerica Focused Value B Fund (SFDBX) ratio of up-years vs down years is greater than 2
  • SunAmerica Focused Value B Fund (SFDBX) has an annual stock turnover rate of 61.00% vs Large Value average of 69.44%. It is good that SunAmerica Focused Value B management does not trade extensively for its return.

  

What we are cautious about SunAmerica Focused Value B Fund (SFDBX) What we are cautious about SunAmerica Focused Value B Fund (SFDBX)

Data for SunAmerica Focused Value B Fund (SFDBX) as of January 31, 2010

  • SunAmerica Focused Value B Fund (SFDBX) management has been with SunAmerica Focused Value B Fund for only 1.6 years, it is hard to judge manager's ability based on this fund's operation record
  • SunAmerica Focused Value B Fund (SFDBX) has a less-than-ideal mid-term performance (3-year return -10.43% vs -8.60% Large Value category average)
  • SunAmerica Focused Value B Fund (SFDBX) has a less-than-ideal Long-term performance (5-year return -1.09% vs -0.19% Large Value category average)
  • SunAmerica Focused Value B Fund (SFDBX) has a Morningstar rating of 3 and below
  • SunAmerica Focused Value B Fund (SFDBX) is more volatile than its peers as it has a 3-year Standard Deviation of 27.51 that is higher than category average of 20.74
  • SunAmerica Focused Value B Fund (SFDBX) has a higher management fee of 2.34% than its Large Value average of 1.28%
  • SunAmerica Focused Value B Fund (SFDBX) carries a 4% load
See SunAmerica Focused Value B Fund (SFDBX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Large Value category?

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SunAmerica Focused Value B Fund (SFDBX) Net Asset

Track net asset change of SunAmerica Focused Value B fund (SFDBX)

DateNet Asset
01/2010$28.41M
11/2009$33.61M
10/2009$33.81M
More historic net asset information on SunAmerica Focused Value B Fund (SFDBX)

  

SunAmerica Focused Value B Fund (SFDBX) Portfolio Allocation

Track portfolio allocation change of SunAmerica Focused Value B fund (SFDBX)

DateCashStockBondOther
08/20090.1%99.9%0%0%
07/20090.69%99.32%0%0%
06/20090.1%99.9%0%0%
Click here to see more historic asset allocation information on SunAmerica Focused Value B Fund (SFDBX)

  

Most Recent Top 10 Holdings in SunAmerica Focused Value B Fund (SFDBX)

Discover what SunAmerica Focused Value B Fund (SFDBX) manager is buying

31-Aug-09
PROASSURANCE CORP [3.69%]
WELLS FARGO & CO NEW [3.56%]
TEEKAY CORP [3.14%]
DEVON ENERGY CP (OK) [3.13%]
AUTOZONE INC [3.02%]
HOME DEPOT INC [2.98%]
WASHINGTN POST CO B [2.55%]
INTERCNTNTLEXCHANGE [2.07%]
Hong Kong Exchanges [2.03%]
PFIZER INC [1.81%]

31-Jul-09
PROASSURANCE CORP [3.66%]
WELLS FARGO & CO NEW [3.54%]
TEEKAY CORP [3.12%]
DEVON ENERGY CP (OK) [3.11%]
AUTOZONE INC [3%]
HOME DEPOT INC [2.95%]
WASHINGTN POST CO B [2.53%]
HONG KONG EXCHANGE [2.17%]
INTERCNTNTLEXCHANGE [2.06%]
PFIZER INC [1.8%]

30-Jun-09
PROASSURANCE CORP [3.72%]
WELLS FARGO & CO NEW [3.6%]
TEEKAY CORP [3.17%]
DEVON ENERGY CP (OK) [3.16%]
AUTOZONE INC [3.05%]
HOME DEPOT INC [3%]
INTERCNTNTLEXCHANGE [2.63%]
WASHINGTN POST CO B [2.58%]
HONG KONG EXCHANGE [1.88%]
CME GROUP INC CL A [1.88%]
Click here for Stock Holding Change Map in SunAmerica Focused Value B Fund (SFDBX)

  

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