Small Cap Growth Stock

 ACI
CUSIP76628R49076628R48276628R516
TickerSCGIXSSCFXSSCTX
Share Class Inception12/10/199910/8/199810/8/1998
Exp Ratio1.512.211.21
NAV12.3610.7813.06
POP13.1110.7813.06
NAV Change 0.11 0.10 0.11

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.

Complementary Fund

Morningstar Ratings as of 12/31/09

Small Cap Growth Stock I Shares received a Morningstar rating.

I Shares received a 4-star rating for overall performance, 4 stars for 3-year performance among 669 funds, 4 stars for 5-year performance among 563 funds and 4 stars for 10-year performance among 317 funds.

Peer Group Categories

Morningstar: Small Growth
Lipper: Small-Cap Growth Funds

Fund Resources

Small Cap Growth Stock Strategy

The strategy seeks to provide long-term capital appreciation by investing in U.S. companies with market capitalizations of up to $3 billion that demonstrate above average growth. Note: Equity securities are more volatile than other types of investments, and small companies have a higher risk of failure.

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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