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Smith Group Large Cap Core Growth Instl (BSLGX)

11.79 Up 0.04(0.34%) Aug 29
Prev Close:11.75
YTD Return*:4.72%
Net Assets*:59.98M
Yield*:0.71%

* As of 31-Jul-14

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

Headlines

  • No Headlines available for BSLGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
FB2.6532.41
HPQ2.6226.86
GILD2.6121.84
MCK2.5621.38
ACT.IR2.5429.10

Fund Basics

Morningstar Overall Rating:
Total Assets:59.98M
Category:Large Growth
Annual Report Expense Ratio (net):0.79%

Performance & Risk

YTD Return:4.72%
5y Avg Return:16.51%
Rank in Category (ytd):23
% Rank in Category (ytd):1.33%
Beta (3y):1.17
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
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