SAGWX quote
6.04down -0.01 -0.17%
Previous Close6.05CategorySmall Growth
Net Assets1.02 BilDividend Yield0.00%
Morningstar ratings:Minimum Initial Purchase1,000
RiskLow1 Year ReturnNA
RatingRating: 4 out of 53 Year ReturnNA
ReturnAbove Average5 Year ReturnNA
Cumulative growth of a $10,000 investment
10k growth chart
20042005200620072008YTD
Growth15.98%25.12%44.46%56.41%5.92%29.25%
Value$11,598$12,512$14,446$15,641$10,592$12,925
Last NAV update 11/24/2009 8:00 PM ET   Financial data in U.S. dollars

Your latest quotes:  EXPD, MDR, SAGWX, MTLQQ, EBS, HINOY

Overview
The investment seeks growth of capital. The fund invests at least 80% of net assets in small-capitalization companies which have market capitalizations of less than $3 billion. It may invest up to 25% of the assets in securities within a single industry. For portfolio construction purposes, the fund uses the S&P Small-Cap 600 index as a sector-weighting guide. It attempts to be well-balanced across major economic sectors.
More information for SAGWX
Fees and expenses
Front load5.00%
Deferred load0.00%
Expense Ratio1.22%
Top holdings for SAGWX
Company Name% Net Assets
Perot Systems Corporation2.52%
NICE-Systems, Ltd. ADR1.96%
Waste Connections, Inc.1.60%
Endurance Specialty Holdings, Ltd.1.57%
Ansys, Inc.1.49%
More top holdings for SAGWX
Additional Fund Information
Inception date03/01/1993
ManagerCharles Schwartz
Manager start date09/17/2004
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