Emerging Growth Stock

 AI
CUSIP76628R80576628R706
TickerSCEAXSEGTX
Share Class Inception2/23/20042/23/2004
Exp Ratio1.471.17
NAV10.9311.17
POP11.6011.17
NAV Change 0.39 0.40
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Subadvisor

Zevenbergen Capital Investments

Complementary Fund

Morningstar Ratings as of 5/31/10

Emerging Growth Stock I Shares received a Morningstar rating.

I Shares received a 3-star rating for overall performance, 3 stars for 3-year performance among 693 funds and 3 stars for 5-year performance among 604 funds. For the 10-year period ending 5/31/10, the Morningstar Rating is not available.

Peer Group Categories

Morningstar: Mid-Cap Growth
Lipper: Mid-Cap Growth Funds

Fund Resources

  1. Overview
  2. Performance
  3. Holdings
  4. Fund Managers

Portfolio Managers

Nancy Zevenbergen, CFA

President and Chief Investment Officer (Zevenbergen Capital Investments LLC)

Ms. Nancy Zevenbergen, CFA, has served as President and Chief Investment Officer of Zevenbergen Capital Investments LLC since January 1987. ...Read More

Brooke de Boutray, CFA

Managing Director, Principal, Portfolio Manager and Analyst (Zevenbergen Capital Investments LLC)

Ms. Brooke de Boutray, CFA, has served as Managing Director, Principal, Portfolio Manager and Analyst of Zevenbergen Capital Investments LLC since 1992. ...Read More

Leslie Tubbs, CFA

Managing Director, Principal, Portfolio Manager and Analyst (Zevenbergen Capital Investments LLC)

Ms. Leslie Tubbs, CFA, has served as Managing Director, Principal, Portfolio Manager and Analyst of Zevenbergen Capital Investments LLC since 1995. ...Read More

  1. Value Equity
  2. Core Equity
  3. Growth Equity
  4. International & Alternative Equity
  5. Fixed Income (Taxable)
  6. Fixed Income (Tax Free)
  7. Money Market & Ultra-Short Bonds
  8. Asset Allocation
RSS feeds

Value Equity

  1. Large Cap Value Equity
  2. Mid-Cap Value Equity
  3. Small Cap Value Equity

Core Equity

  1. Large Cap Core Equity
  2. Mid-Cap Core Equity

Growth Equity

  1. Aggressive Growth Stock
  2. Emerging Growth Stock
  3. Large Cap Growth Stock
  4. Select Large Cap Growth Stock
  5. Small Cap Growth Stock

International & Alternative Equity

  1. International Equity
  2. International Equity 130/30
  3. International Equity Index
  4. Large Cap Quantitative Equity
  5. Real Estate 130/30
  6. U.S. Equity 130/30

Fixed Income (Taxable)

  1. Corporate Bond
  2. High Income
  3. Intermediate Bond
  4. Investment Grade Bond
  5. Limited Duration
  6. Limited-Term Federal Mortgage Securities
  7. Seix Floating Rate High Income
  8. Seix Global Strategy
  9. Seix High Yield
  10. Short-Term Bond
  11. Short-Term U.S. Treasury Securities
  12. Total Return Bond
  13. U.S. Government Securities
  14. U.S. Government Securities Ultra-Short Bond
  15. Ultra-Short Bond

Fixed Income (Tax Free)

  1. Georgia Tax-Exempt Bond
  2. High Grade Municipal Bond
  3. Investment Grade Tax-Exempt Bond
  4. Maryland Municipal Bond
  5. North Carolina Tax-Exempt Bond
  6. Virginia Intermediate Municipal Bond

Asset Allocation

  1. Aggressive Growth Allocation Strategy
  2. Conservative Allocation Strategy
  3. Growth Allocation Strategy
  4. Moderate Allocation Strategy

Money Market

  1. Institutional Cash Management Money Market
  2. Institutional Municipal Cash Reserve Money Market
  3. Institutional U.S. Government Securities Money Market
  4. Institutional U.S. Treasury Securities Money Market
  5. Prime Quality Money Market
  6. Tax-Exempt Money Market
  7. U.S. Government Securities Money Market
  8. U.S. Treasury Money Market
  9. Virginia Tax-Free Money Market

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