Select Large Cap Growth Stock
| A | C | I | |
|---|---|---|---|
| CUSIP | 76628R532 | 76628R524 | 76628R540 |
| Ticker | SXSAX | STTFX | STTAX |
| Share Class Inception | 10/14/2003 | 12/15/1998 | 12/31/1995 |
| Exp Ratio | 1.26 | 1.96 | 0.96 |
| NAV | 26.92 | 24.61 | 27.22 |
| POP | 28.56 | 24.61 | 27.22 |
| NAV Change |  0.03 | 0.03 | 0.03 |
Performance inception and share class inception for this fund differs as performance inception includes the performance of other classes of the Fund and/or predecessors of the Fund.
Subadvisor
Complementary Fund
Morningstar Ratings as of 12/31/09
I Shares received a 4-star rating for overall performance, 4 stars for 3-year performance among 1,548 funds, 4 stars for 5-year performance among 1,276 funds and 4 stars for 10-year performance among 698 funds.
Peer Group Categories
Morningstar: Large Growth
Lipper: Large-Cap Core Funds
Fund Resources
- Fact Sheet (PDF | 423 KB)
- Commentary (PDF | 303 KB)
- Strategy Highlight (PDF | 136 KB)
- Prospectus (PDF | 920 KB)
- Annual Report (PDF | 3 MB)
- Semi-annual Report (PDF | 705 KB)
- SAI (PDF | 822 KB)
Select 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.
