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Smith Group Large Cap Core Growth Instl (BSLGX)

11.09 Up 0.12(1.09%) Oct 20
Prev Close:10.97
YTD Return*:5.46%
Net Assets*:63.03M
Yield*:0.71%

* As of 30-Sep-14

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

Headlines

  • No Headlines available for BSLGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
GILD2.8940.60
FB2.7540.08
ACT2.7241.95
HD2.6312.25
UNP2.6127.63

Fund Basics

Morningstar Overall Rating:
Total Assets:63.03M
Category:Large Growth
Annual Report Expense Ratio (net):0.79%

Performance & Risk

YTD Return:5.46%
5y Avg Return:15.54%
Rank in Category (ytd):50
% Rank in Category (ytd):2.9%
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 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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