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Smith Group Large Cap Core Growth Instl (BSLGX)

12.18 Down 0.06(0.49%) Nov 28
Prev Close:12.24
YTD Return*:9.25%
Net Assets*:67.25M
Yield*:0.68%

* As of 31-Oct-14

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

Headlines

  • No Headlines available for BSLGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
GILD2.8546.44
ALK2.7449.73
UNP2.6338.89
HD2.6318.41
GNTX2.620.91

Fund Basics

Morningstar Overall Rating:
Total Assets:67.25M
Category:Large Growth
Annual Report Expense Ratio (net):0.79%

Performance & Risk

YTD Return:9.25%
5y Avg Return:16.77%
Rank in Category (ytd):34
% Rank in Category (ytd):1.97%
Beta (3y):1.15
Morningstar Risk Rating:4

Fund Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its 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. View More
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