Sunamerica Asset Management Investment Analysis and Executive Overview

Sunamerica Asset Management is a well-established investment firm that has been helping individuals and institutions achieve their financial goals for years. They offer a range of investment services, including portfolio management and investment research.

Their investment philosophy is built on a foundation of risk management and long-term thinking, which allows them to make informed investment decisions that balance potential returns with potential risks. This approach has helped them build a strong track record of success.

Sunamerica Asset Management is led by a team of experienced investment professionals who have a deep understanding of the markets and a proven ability to navigate complex investment scenarios. Their expertise and knowledge are key factors in their ability to deliver strong investment returns for their clients.

Let's take a closer look at SunAmerica Asset Management's performance metrics. Their returns have been quite volatile, with the 1-year return being a whopping 40.3% and the 3-year return averaging 8.5% annually.

A unique perspective: Operating Return on Asset

The 10-year return of 9.5% is a notable achievement, especially considering the category's 1.1% return. SunAmerica's SFVAX fund has consistently ranked within the top 90% of its category over the past 5 and 10 years.

Here are some specific performance metrics for SunAmerica Asset Management's SFVAX fund:

It's worth noting that the fund's returns have been negative in some years, such as 2022 when it lost 20.8%. However, this has been consistent with the broader market trends during that period.

The operational fees for SunAmerica Asset Management's funds are quite straightforward.

The expense ratio for SFVAX is 1.50% of the Asset Under Management (AUM).

This fee is relatively low, with a Category Return Low of 0.01% and a Category Return High of 4.02%.

In terms of ranking, the expense ratio puts SFVAX at 11.72% in its category.

Management fees are also a significant component of operational fees, with SFVAX charging 0.75% of AUM.

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Interestingly, the management fee is actually lower than the Category Return Low of 0.00%, indicating a competitive pricing strategy.

The management fee also puts SFVAX at 83.03% in its category, indicating a strong ranking.

Another fee to consider is the 12b-1 fee, which is charged at 0.35% of AUM for SFVAX.

While this fee is lower than the Category Return Low of 0.00%, it's still a significant expense.

The 12b-1 fee also puts SFVAX at 62.52% in its category, indicating a moderate ranking.

It's worth noting that the administrative fee for SFVAX is not applicable, or N/A, as per the data.

If this caught your attention, see: Return on Net Operating Assets

SunAmerica Asset Management's investment strategy is built around a long-term approach, focusing on providing stable returns to investors. They take a disciplined approach to investing, with a strong emphasis on risk management.

Their investment philosophy is centered around the idea that the best investment decisions are made by staying informed and adaptable. This allows them to navigate market fluctuations effectively.

SunAmerica Asset Management offers a range of investment products, including mutual funds, exchange-traded funds, and other investment vehicles. These products cater to a variety of investor needs and risk tolerances.

Their investment team is comprised of experienced professionals who bring a wealth of knowledge and expertise to the table. This team is responsible for making investment decisions and overseeing the management of client assets.

SunAmerica Asset Management's investment approach is guided by a set of core principles, including a focus on long-term growth, a commitment to risk management, and a dedication to transparency and accountability.

Broaden your view: Risk-weighted Asset