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SunAmerica Strategic Value A (SFVAX) Fund Ranking and Research

Ranking, Research and Recommendation of SunAmerica Strategic Value A (SFVAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of SunAmerica Strategic Value A Fund (SFVAX) ManagerFund Manager - Timothy Pettee

Fund Manager Information

Fund Manager Tenure: 6.5 years
Similar Funds: SFVTX 
Fund Family: SunAmerica
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)

 

Graph of SunAmerica Strategic Value A Fund (SFVAX) ProfileSunAmerica Strategic Value A Fund (SFVAX) Profile

Fund Profile and Description

SunAmerica Strategic Value A Fund seeks long-term growth of capital. SunAmerica Strategic Value A Fund makes active trading of equity securities that offer the potential for long-term growth of capital without regard to market capitalization. It is non-diversified.

 

SunAmerica Strategic Value A (SFVAX) Fund Strength What we like about SunAmerica Strategic Value A (SFVAX) Fund

Data for SunAmerica Strategic Value A Fund (SFVAX) as of May 30, 2016

  • SunAmerica Strategic Value A Fund (SFVAX) management has been with SunAmerica Strategic Value A Fund for 6.5 years
  • SunAmerica Strategic Value A Fund (SFVAX) has good short-term performance (1-year return -1.85% vs -2.36% Large Value category median performance)
  • SunAmerica Strategic Value A Fund (SFVAX) has good mid-term performance (3-year return 8.49% vs 7.81% Large Value category median performance)
  • SunAmerica Strategic Value A Fund (SFVAX) has good Long-term performance (5-year return 9.53% vs 9.15% Large Value category median performance)
  • SunAmerica Strategic Value A Fund (SFVAX) ratio of up-years vs down years is greater than 2
  • SunAmerica Strategic Value A Fund (SFVAX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.29, lower than category average of 11.7

SunAmerica Strategic Value A Fund (SFVAX) Weakness What we are cautious about SunAmerica Strategic Value A (SFVAX) Fund

Data for SunAmerica Strategic Value A Fund (SFVAX) as of May 30, 2016

  • SunAmerica Strategic Value A Fund (SFVAX) has a Morningstar rating of 3 and below
  • SunAmerica Strategic Value A Fund (SFVAX) has an annual stock turnover rate of 57.00% that is higher than the Large Value average of 44.24%. This could mean SunAmerica Strategic Value A is more nimble, but also signal potential high tax impact and high trading fees
  • SunAmerica Strategic Value A Fund (SFVAX) has a higher expense ratio of 1.43% than its Large Value average of 1.10%
  • SunAmerica Strategic Value A Fund (SFVAX) carries a 5.75% load
See SunAmerica Strategic Value A Fund (SFVAX) performance details as of May 30, 2016

 

What do you think?

 

Compare SunAmerica Strategic Value A Fund (SFVAX)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 Strategic Value A4.48-1.858.499.53
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare SunAmerica Strategic Value A Fund (SFVAX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of SunAmerica Strategic Value A Fund (SFVAX) Net Asset TrackingSunAmerica Strategic Value A (SFVAX) Fund Net Asset

Track net asset change of SunAmerica Strategic Value A fund (SFVAX)

DateNet Asset
05/2016$237.26M
03/2016$237.80M
02/2016$228.52M
More historic net asset information on SunAmerica Strategic Value A Fund (SFVAX)

  

Graph of SunAmerica Strategic Value A Fund (SFVAX) Portfolio TrackingSunAmerica Strategic Value A (SFVAX) Fund Portfolio Allocation

Track portfolio allocation change of SunAmerica Strategic Value A fund (SFVAX)

DateCashStockBondOther
04/20160.15%99.85%0%0%
01/20161.85%98.15%0%0%
12/20153.13%96.87%0%0%
Click here to see more historic asset allocation information on SunAmerica Strategic Value A Fund (SFVAX)

 

graph of SunAmerica Strategic Value A Fund (SFVAX) Top 10 Position TrackingTop 10 Holdings in SunAmerica Strategic Value A (SFVAX) Fund

Discover what SunAmerica Strategic Value A Fund (SFVAX) manager is buying

Apr 29, 2016
Exxon Mobil Corporation Common [4.37%]
Johnson & Johnson Common Stock [4.31%]
Franklin Resources, Inc. Common [3.34%]
Verizon Communications Inc. Com [2.95%]
Procter & Gamble Company (The) [2.76%]
Intel Corporation [2.67%]
Dow Chemical Company (The) Comm [2.37%]
Microsoft Corporation [2.26%]
Public Service Enterprise Group [2.06%]
D/B/A Chubb Limited New Common [1.87%]

Jan 30, 2016
Johnson & Johnson Common Stock [5.07%]
Exxon Mobil Corporation Common [3.78%]
Merck & Company, Inc. Common St [3.49%]
Nasdaq, Inc. [2.96%]
Pfizer, Inc. Common Stock [2.56%]
UnitedHealth Group Incorporated [2.32%]
Chevron Corporation Common Stoc [2.3%]
Intel Corporation [2.24%]
Microsoft Corporation [2.22%]
Occidental Petroleum Corporatio [2.21%]

Dec 30, 2015
Johnson & Johnson Common Stock [4.69%]
Exxon Mobil Corporation Common [3.56%]
Merck & Company, Inc. Common St [3.42%]
Nasdaq, Inc. [2.61%]
Pfizer, Inc. Common Stock [2.55%]
Intel Corporation [2.34%]
Chevron Corporation Common Stoc [2.25%]
UnitedHealth Group Incorporated [2.23%]
Wells Fargo & Company Common St [2.11%]
Microsoft Corporation [2.1%]
Click here for Stock Holding Change Map in SunAmerica Strategic Value A Fund (SFVAX)

  

Latest News on SunAmerica Strategic Value A (SFVAX) Fund

See what is happening with SunAmerica Strategic Value A Fund (SFVAX)

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SunAmerica Strategic Value A Fund (SFVAX) Related ResourcesSee more information on SunAmerica Strategic Value A (SFVAX) Fund

Popular pages on SunAmerica Strategic Value A (SFVAX) Fund

  

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