Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.57% 1.176B -- 90.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-22.23M 5.09%

Basic Info

Investment Strategy
The Fund seeks relatively high current income, liquidity and security of principal. Under normal circumstances, the Portfolio will invest in obligations issued, guaranteed or insured by the U.S. government, its agencies or instrumentalities and in high quality corporate fixed income securities.
General
Security Type Insurance Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Medium Term
Peer Group Intermediate U.S. Government Funds
Global Macro Bond HC
US Macro Short-/Intermediate-Term U.S. Government & Treasury Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Intermediate U.S. Government Funds
Fund Owner Firm Name SunAmerica
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

Net Fund Flows Versus Peer Group

View Net Fund Flows. Upgrade now.
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 13
-52.93M Peer Group Low
852.30M Peer Group High
1 Year
% Rank: 46
-22.23M
-463.48M Peer Group Low
7.893B Peer Group High
3 Months
% Rank: 23
-107.00M Peer Group Low
4.472B Peer Group High
3 Years
% Rank: 75
-2.967B Peer Group Low
28.65B Peer Group High
6 Months
% Rank: 49
-229.36M Peer Group Low
7.249B Peer Group High
5 Years
% Rank: 89
-4.265B Peer Group Low
37.00B Peer Group High
YTD
% Rank: 21
-81.23M Peer Group Low
3.518B Peer Group High
10 Years
% Rank: 57
-5.298B Peer Group Low
46.52B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
View Performance Versus Peer Group
Start Trial

Annual Total Returns Versus Peers

Loading chart...
Name
2019
2020
2021
2022
2023
2024
2025
YTD
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
7.30%
0.77%
5.67%
5.37%
-0.83%
-8.13%
4.57%
2.07%
7.40%
0.80%
11.57%
6.07%
1.86%
-9.39%
9.15%
5.72%
8.15%
0.61%
7.36%
6.02%
5.35%
-5.21%
12.56%
7.61%
4.86%
-0.81%
18.52%
5.52%
5.14%
-13.92%
8.91%
6.01%
11.22%
1.53%
As of March 08, 2026.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (3-6-26) 4.07%
30-Day SEC Yield (2-28-22) 1.16%
7-Day SEC Yield --
Number of Holdings 535
Bond
Yield to Maturity (12-31-25) 4.36%
Effective Duration --
Average Coupon 4.82%
Calculated Average Quality 1.289
Effective Maturity 16.78
Nominal Maturity 16.78
Number of Bond Holdings 502
As of December 31, 2025

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.36%
Stock 0.00%
Bond 97.71%
Convertible 0.00%
Preferred 0.00%
Other -0.07%
View Asset Allocation
Start Trial

Top 10 Holdings

Name % Weight Price % Change
Federal National Mortgage Association 5.5% 01-JAN-2056
11.48% -- --
Federal Home Loan Banks FHLB 0.0 02/25/2026 FIX USD Agency 10.92% -- --
Federal Home Loan Banks FHLB 0.0 03/20/2026 FIX USD Agency 8.58% -- --
Federal Home Loan Banks FHLB 0.0 03/18/2026 FIX USD Agency 7.64% -- --
United States of America USGB 02/12/2026 FIX USD Government (Matured) 5.98% 100.00 0.00%
Federal National Mortgage Association 7%
3.46% -- --
Federal National Mortgage Association 2.5% 01-JAN-2056
2.41% -- --
Federal National Mortgage Association 6% 01-JAN-2056
2.40% -- --
USD Cash
2.36% -- --
Government National Mortgage Association 2 5.5% 01-JAN-2056
2.27% -- --

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee 0.54%
Administration Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product Yes
Available for RRSP No
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 0.00 None
Minimum Subsequent Investment 0.00 None

Basic Info

Investment Strategy
The Fund seeks relatively high current income, liquidity and security of principal. Under normal circumstances, the Portfolio will invest in obligations issued, guaranteed or insured by the U.S. government, its agencies or instrumentalities and in high quality corporate fixed income securities.
General
Security Type Insurance Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Medium Term
Peer Group Intermediate U.S. Government Funds
Global Macro Bond HC
US Macro Short-/Intermediate-Term U.S. Government & Treasury Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Intermediate U.S. Government Funds
Fund Owner Firm Name SunAmerica
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (3-6-26) 4.07%
30-Day SEC Yield (2-28-22) 1.16%
7-Day SEC Yield --
Number of Holdings 535
Bond
Yield to Maturity (12-31-25) 4.36%
Effective Duration --
Average Coupon 4.82%
Calculated Average Quality 1.289
Effective Maturity 16.78
Nominal Maturity 16.78
Number of Bond Holdings 502
As of December 31, 2025

Fund Details

Key Dates
Launch Date 9/5/1984
Share Classes
LP40072783 Other
LP40081813 Other
Attributes
Inverse Fund No
Leveraged Fund --
Currency Hedged Fund --
Socially Responsible Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
View Top Portfolio Holders
Start Trial