SEARCH
Monday November 23, 2009 6:54 AM ET
SmartMoney
Net Asset Value: 
32.34
1-Day Return: 
-0.08 (-0.25%)
YTD Return
as of 11/20/09: 
Up 21.12%
STRGX 
(Stratton Multi-Cap)
Classification: Multi-Cap Core     Objective: Growth & Income
Open to New Investors: Yes
Lipper Rating
Total Return
Consistent Return
Preservation
Tax Efficiency
Expense
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.
NAV Chart | Growth of $10,000
Fund Chart
Total Returns (As of 11/20/2009)
 YTD1Yr3Yr5Yr10Yr
Fund 21.12 51.07 -3.97 1.55 6.21
Classification 27.66 55.91 -5.42 1.07 1.51
Index (S&P 500) 23.50 48.80 -5.90 0.70 -0.90
% Rank in Class (1-best,100=worst)7862273910
Fund Stats
Investment Objective:Growth & Income
Net Assets ($Mil)69.50
Inception Date:9/30/72
Manager Name, TenureJames W. Stratton, 1972
Expense Ratio: 1.07%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%
Top 10 Holdings (As of 9/30/09)
Company NameSymbol% Net Assets
Owens Illinois Inc OI 4.55
Freeport Mcmoran Copper & Gold Inc FCX 3.76
General Cable Corp BGC 3.76
Triumph Group TGI 3.62
Dynegy Inc DYN 3.49
Tyco International Ltd TYC 3.31
Ibm IBM 3.28
Hewlett-packard Co HPQ 3.23
Harris HRS 3.09
Thermo Fisher Scientific Inc TMO 2.99
% of Total Holdings 35.08
Advertisements
Free stock symbol lookup: Scottrade stock research
Ally Bank offers top rates and no sneaky disclaimers. FDIC insured.
Economy Survey Corp International Country Reports
CDs and High Yield Savings Accounts from American Express
MFS®. We make the funds. You make the choice®.
Find helpful answers to important financial questions findtheanswers.com
Switch to thinkorswim and get a $100 ACAT rebate
Join to TD AMERITRADE and trade free for 30 days + get $100.
Keep your retirement goals in reach with help from Merrill Lynch
Get a Free Blackberry Smartphone at E*TRADE Securities
Try the MetLife® Variable Annuities Simplified Tool
Thinking about a Roth conversion? Schwab can help you decide.
SmartMoney Magazine - A smart investment. Subscribe for only $1 an issue.
Trade Options, Stocks and Futures in One Account at optionsXpress
Free stock symbol lookup: Scottrade stock research
View Overview for: