Sunday November 8, 2009 12:12 PM ET
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Net Asset Value:
19.221-Day Return:
-0.06 (-0.31%)YTD Return
as of 11/6/09:
as of 11/6/09:
31.58%SGRIX
(WellsFargo:LCo Cre;Inv)
Classification: Large-Cap Core
Objective: Growth & Income
Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
| Growth of $10,000
| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 31.58 | 30.13 | -5.30 | -0.73 | -2.38 |
| Classification | 21.79 | 22.20 | -5.67 | 0.51 | -0.13 |
| Index (S&P 500) | 20.90 | 21.30 | -6.10 | 0.30 | -0.70 |
| % Rank in Class (1-best,100=worst) | 7 | 8 | 44 | 76 | 87 |
| Investment Objective: | Growth & Income |
|---|---|
| Net Assets ($Mil) | 208.60 |
| Inception Date: | 12/29/95 |
| Manager Name, Tenure | Team Managed, NA |
| Expense Ratio: | 1.29% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
| Company Name | Symbol | % Net Assets |
|---|---|---|
| Cisco Systems Inc | CSCO | 3.70 |
| Dell Inc | DELL | 3.62 |
| Jpmorgan Chase | JPM | 3.59 |
| Mcgraw-hill Cos | MHP | 3.57 |
| Devon Energy Corp | DVN | 3.54 |
| Ebay Inc | EBAY | 3.52 |
| Tyco International Ltd | TYC | 3.49 |
| Johnson Controls Inc | JCI | 3.44 |
| Monster Worldwide Inc | MNST | 3.36 |
| Staples Inc | SPLS | 3.31 |
| % of Total Holdings | 35.14 | |
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