Aggressive Growth Stock
| A | I | |
|---|---|---|
| CUSIP | 76628R201 | 76628R102 |
| Ticker | SAGAX | SCATX |
| Share Class Inception | 2/23/2004 | 2/23/2004 |
| Exp Ratio | 1.48 | 1.18 |
| NAV | 12.06 | 12.31 |
| POP | 12.80 | 12.31 |
| NAV Change |  0.20 | 0.21 |
Subadvisor
Complementary Fund
Morningstar Ratings as of 7/31/10
I Shares received a 4-star rating for overall performance, 4 stars for 3-year performance among 1,511 funds and 4 stars for 5-year performance among 1,283 funds. For the 10-year period ending 7/31/10, the Morningstar Rating is not available.
Peer Group Categories
Morningstar: Large Growth
Fund Resources
- Fact Sheet (PDF | 516 KB)
- Commentary (PDF | 439 KB)
- Strategy Highlight (PDF | 141 KB)
- Prospectus (PDF | 1 MB)
- Annual Report (PDF | 1 MB)
- Semi-annual Report (PDF | 705 KB)
- SAI (PDF | 1 MB)
Aggressive Growth Strategy
The strategy seeks to provide long-term capital appreciation by investing primarily in common stocks of U.S. multi-cap companies that exhibit strong growth characteristics.
What are the principles that have enabled the strategy to be successful?
Continuity of people and process – for over a decade, the investment team has worked together, applying rigorous fundamental research to build exclusively high growth portfolios. The continuity of people and process through various market environments has been critical to the delivery of long-term, superior results.
Consistent application of philosophy – the investment philosophy and stock selection process are predicated on revenue, cash flow, and earnings growth being the essential catalysts to stock price appreciation, in conjunction with quality management and solid financials to help moderate downside risk. The investment team adheres to this growth investment philosophy with strict discipline. Regardless of market environment, the fund exhibits robust growth characteristics.
Emphasis on independent research and active management – the firm emphasizes original research, preserving objectivity from Wall Street biases. By maintaining an independent, fundamental research focus, the team is able to identify and capitalize on investment opportunities that may enhance performance results. In addition, the firm steadfastly maintains that concentrated positions in well-researched companies, combined with active management decisions, will outperform broadly diversified benchmarks given an appropriate time horizon.
Click here for disclosures and more information on investment risks.
Effective August 1, 2009, C Shares were converted to A Shares and are no longer available for purchase. Please refer to the fund's prospectus for more information.
