AIG Focused Growth Fund Class W

Frequently Asked Questions About FOCWX

What does FOCWX invest in?

The primary goal of this fund is to achieve substantial capital appreciation for its investors. Its investment strategy typically allocates approximately 65% of its assets to large-capitalization companies and about 35% to businesses with small or medium market values. These percentages represent intended allocations in normal market environments and may be adjusted periodically. The fund maintains a focused portfolio, generally holding a maximum of 40 individual securities; specifically, it targets 10 to 20 large-cap stocks and roughly 20 small- to mid-cap stocks. This investment vehicle is classified as non-diversified.

What is the expense ratio of FOCWX?

An expense ratio for AIG Focused Growth Fund Class W (FOCWX) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is FOCWX?

AIG Focused Growth Fund Class W (FOCWX) manages $656.2M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is FOCWX actively managed or an index fund?

FOCWX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was FOCWX launched?

AIG Focused Growth Fund Class W (FOCWX) launched in January 2012 and is managed by the fund issuer.

How has FOCWX performed?

FOCWX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.