Stratus Growth Retail A
6801 S 27th Street Lincoln NE 68512
Map
Phone: 888-769-2362
| Category: | Large Blend | | Fund Family: | Stratus Fund | | Net Assets: | 260.00K | | Year-to-Date Return: | 21.54% | | Yield: | 1.06% | | Morningstar Rating: |  | | Fund Inception Date: | 07-Jan-98 |
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Ryan Sailer
Lead Manager since
01-Jul-07 | | | Sailer, investment officer of Union Investment Advisors, has been affiliated with Union Investment Advisors since March 2007 and is vice president at Union Bank & Trust. He has been affiliated with Union Bank and Trust Company since 2002. Prior to joining Union Bank, Sailer was a Research Analyst/Investment Strategist for Kirkpatrick Pettis. Sailer holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation and income. The fund invests primarily in a diversified portfolio of common stocks, the majority of which pay dividends. It invests in medium and large capitalization companies that the adviser believes grow faster than inflation and faster than the economy in general and whose securities are attractively priced. |
| Last Dividend
(30-Dec-08):
| 0.14 | | Last Cap Gain
(8-Dec-08):
| 0.08 | | Annual Holdings Turnover
| 23.09% | | Average for Category:
| 78.74% |
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| Expense | STWAX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 4.50%
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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0.20% Nasdaq 
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