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Net Asset Value:
31.901-Day Return:
-0.01 (-0.03%)YTD Return
as of 11/6/09:
as of 11/6/09:
19.48%STRGX
(Stratton Multi-Cap)
Classification: Multi-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 $10,000
| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 19.48 | 22.51 | -4.17 | 1.72 | 6.06 |
| Classification | 25.78 | 26.54 | -5.46 | 0.93 | 1.76 |
| Index (S&P 500) | 20.90 | 21.30 | -6.10 | 0.30 | -0.70 |
| % Rank in Class (1-best,100=worst) | 79 | 69 | 31 | 33 | 13 |
| Investment Objective: | Growth & Income |
|---|---|
| Net Assets ($Mil) | 69.50 |
| Inception Date: | 9/30/72 |
| Manager Name, Tenure | James W. Stratton, 1972 |
| Expense Ratio: | 1.07% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
| Company Name | Symbol | % Net Assets |
|---|---|---|
| Owens Illinois Inc | OI | 4.80 |
| Ibm | IBM | 4.17 |
| Freeport Mcmoran Copper & Gold Inc | FCX | 3.56 |
| General Cable Corp | BGC | 3.49 |
| Triumph Group | TGI | 3.38 |
| Thermo Fisher Scientific Inc | TMO | 3.20 |
| Hewlett-packard Co | HPQ | 3.17 |
| Tyco International Ltd | TYC | 3.14 |
| Oracle Corp | ORCL | 3.09 |
| Nrg Energy | NRG | 3.04 |
| % of Total Holdings | 35.04 | |
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