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Fund |
| Fund name: Strong Growth 20 Fund
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| Symbol: SGRTX
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Portfolio contains these types of investments:
N/A
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| Minimum Investment: $2,500
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| 1-Year Profit Projection: N/A
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Brief fund description:
Strong Growth 20 Fund - Investor Class seeks capital growth. The fund normally invests at least 65% of assets in equity securities. It typically concentrates its investments in a core position of 20-30 common stocks. The fund generally invests in companies whose earnings are judged by the advisor to be in a relatively strong growth trend, and, to a lesser extent, in companies that are thought to be undervalued. It may invest up to 35% of assets in various debt obligations, and up to 25% of assets in foreign securities, including depositary receipts. The fund is nondiversified.
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Expenses
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| Annual expense ratio: 1.4
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| Tax Efficiency: N/A
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Load Type:
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| Load Percentage: N/A
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Performance
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| Performance 3 Months: N/A
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| Performance Year to Date: N/A
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| Performance 12 Months: N/A
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| Performance 3 Years: N/A
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| Performance 5 Years: N/A
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Additional Comments
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Fund Features:
N/A
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Fund Strategy:
Pursue capital growth by focusing on stocks with favorable prospects for accelerating earnings growth and selling at reasonable valuations. Identify attractive companies that are well managed, globally competitive, expanding margins, gaining market share, and creating new products or technologies. "Bottom-up" research, including interviews with company management, drives the investment process. Manage risk by adhering to price disciplines, monitoring company fundamentals, and building moderate cash reserves as market conditions warrant.
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