Montibus Small Cap Growth Advisor (SGWYX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for SGWYX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.48%|
Performance & Risk
|5y Avg Return:||26.65%|
|Rank in Category (ytd):||30|
|% Rank in Category (ytd):||4.07%|
|Morningstar Risk Rating:||4|
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund invests at least 80% of its assets in a diversified portfolio of equity securities of small capitalization U.S. companies. The Adviser considers small capitalization companies to be those with market capitalizations within the range of the market capitalization of companies in the Russell 2000Â® Index. View More