Large Cap Growth Stock
| A | C | I | |
|---|---|---|---|
| CUSIP | 76628R730 | 76628R722 | 76628R748 |
| Ticker | STCIX | STCFX | STCAX |
| Share Class Inception | 6/9/1992 | 6/1/1995 | 7/1/1992 |
| Exp Ratio | 1.34 | 2.04 | 1.04 |
| NAV | 8.71 | 7.77 | 9.38 |
| POP | 9.24 | 7.77 | 9.38 |
| NAV Change | 0.06 | 0.05 | 0.06 |
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 1,548 funds, 3 stars for 5-year performance among 1,276 funds and 3 stars for 10-year performance among 698 funds.
Peer Group Categories
Morningstar: Large Growth
Lipper: Large-Cap Core Funds
Fund Resources
- Fact Sheet (PDF | 424 KB)
- Commentary (PDF | 302 KB)
- Strategy Highlight (PDF | 138 KB)
- Prospectus (PDF | 920 KB)
- Annual Report (PDF | 3 MB)
- Semi-annual Report (PDF | 705 KB)
- SAI (PDF | 822 KB)
Large Cap Growth Stock Strategy
What are the principles that have enabled the strategy to be successful?
Positive fundamental momentum — our team focuses on stocks that have positive fundamental trends, including earnings and revenue growth, improving cash flows and margins, and increasing return on invested capital.
Minimize unintended risks — we seek to generate performance (alpha) through bottom-up stock selection, minimizing the potential impact of unintended style bias, sector concentrations, or macroeconomic risks relative to the primary benchmark.
Team-based management — the lead portfolio managers are supported by a team of sector portfolio managers with in-depth experience in their respective sectors who help oversee all elements of managing the portfolio.
Click here for disclosures and more information on investment risks.
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