Send me a link:

*Text messaging rates may apply.

 Dow Down 0.16% Nasdaq Up 0.40%

Smith Group Large Cap Core Growth Instl (BSLGX)

11.62 Up 0.03(0.26%) Jul 23
Prev Close:11.59
YTD Return*:6.75%
Net Assets*:61.11M
Yield*:0.70%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for BSLGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SNDK3.3150.03
KR3.1126.13
HP3.0440.06
AAPL2.7917.82
ALK2.7834.02

Fund Basics

Morningstar Overall Rating:
Total Assets:61.11M
Category:Large Growth
Annual Report Expense Ratio (net):0.79%

Performance & Risk

YTD Return:6.75%
5y Avg Return:18.20%
Rank in Category (ytd):16
% Rank in Category (ytd):0.92%
Beta (3y):1.18
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in U.S. common stocks and other equity securities of large capitalization companies that the Sub-Adviser believes will have the highest probability of an earnings growth rate that exceeds investor expectations. The Sub-Adviser defines large capitalization companies as companies within the range of the capitalization of companies constituting the Russell 1000® Growth Index. While the fund will not concentrate its investments in any one industry, it may have a significant exposure to one or more sectors of the economy, such as the information technology sector. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback