Emerging Growth Stock
| A | I | |
|---|---|---|
| CUSIP | 76628R805 | 76628R706 |
| Ticker | SCEAX | SEGTX |
| Share Class Inception | 2/23/2004 | 2/23/2004 |
| Exp Ratio | 1.47 | 1.17 |
| NAV | 10.82 | 11.05 |
| POP | 11.48 | 11.05 |
| NAV Change |  0.02 | 0.02 |
Subadvisor
Complementary Fund
Morningstar Ratings as of 12/31/09
I Shares received a 3-star rating for overall performance, 3 stars for 3-year performance among 727 funds and 3 stars for 5-year performance among 631 funds. For the 10-year period ending 12/31/09, the Morningstar Rating is not available.
Peer Group Categories
Morningstar: Mid-Cap Growth
Lipper: Mid-Cap Growth Funds
Fund Resources
- Fact Sheet (PDF | 346 KB)
- Commentary (PDF | 498 KB)
- Prospectus (PDF | 920 KB)
- Annual Report (PDF | 3 MB)
- Semi-annual Report (PDF | 705 KB)
- SAI (PDF | 822 KB)
Emerging Growth Strategy
The Fund attempts to identify securities of small and mid-cap companies with favorable prospects for future revenue, earnings and/or cash flow growth.
Suitability
The Fund is suitable for investors who want to increase the value of their investment but do not need income, and who are willing to accept more volatility for the possibility of higher returns.
Click here for disclosures and more information on investment risks.
