Large Cap Growth Stock

 ACI
CUSIP76628R73076628R72276628R748
TickerSTCIXSTCFXSTCAX
Share Class Inception6/9/19926/1/19957/1/1992
Exp Ratio1.342.041.04
NAV8.717.779.38
POP9.247.779.38
NAV Change 0.06 0.05 0.06

Complementary Fund

Morningstar Ratings as of 12/31/09

Large Cap 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 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

Large Cap Growth Stock Strategy

The Fund seeks to provide capital appreciation by investing primarily in U.S. common stocks and other equity securities that the Adviser believes have strong business fundamentals, such as revenue growth, cash flows and earnings trends.

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.

  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
  8. Asset Allocation
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