| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 23.44 | -0.34 (-1.43%) | 18.73 - 23.79 | 0.0 |
Market data as of 6:06PM 05/22/13. Quotes are delayed by at least 15 min.
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in common stocks and up to 25% of the fund's total assets in equity securities of foreign issuers, including ADRs and similar investments. It invests principally in common stocks of small-and medium-capitalization foreign and domestic companies, which advisors define as those with market capitalizations falling within the ranges of the Russell 2000® Index and the Russell Midcap® Index. The fund may choose to sell an investment where the fundamentals deteriorate or the strategy of the management or the management itself changes.
| Total Return | 12.95% |
|---|---|
| Yield (Trailing 12 Mo.) | 0.00% |
| Expense Ratio | 1.38% |
| Front Load | None |
| Deferred Load | None |
| Minimum Investment | $2,500 |
| Management Tenure | 12 Years |
| Fund Inception | 12/29/1989 |
| Timeframe | STCSX | S&P 500 | Mid-Cap Growth |
|---|---|---|---|
| 1 Month | -1.57% | 1.93% | 0.34% |
| 3 Month | 1.58% | 7.18% | 4.65% |
| Year-to-Date | 7.90% | 12.74% | 11.11% |
| 1 Year | 15.41% | 16.89% | 11.31% |
| 3 Year | 10.74% | 12.80% | 11.39% |
| 5 Year | 7.91% | 5.21% | 5.29% |
| 10 Year | 11.32% | 7.88% | 9.69% |
| Since Inception | 12.95% | 10.38% | -- |
| Basic Materials | 4.30% | |
|---|---|---|
| Consumer Cyclical | 15.19% | |
| Financial Services | 11.94% | |
| Real Estate | 4.24% | |
| Consumer Defensive | 4.39% | |
| Healthcare | 11.07% | |
| Utilities | 1.45% | |
| Communication Services | 2.59% | |
| Energy | 7.46% | |
| Industrials | 17.39% | |
| Technology | 19.99% |
| By Percent | Short | 0% | Long | Net | |
|---|---|---|---|---|---|
| Stock | -- | 88.78 | 88.78 | ||
| Bond | -- | 0.00 | 0.00 | ||
| Other | -- | 0.01 | 0.01 | ||
| Foreign Stock | -- | 2.33 | 2.33 | ||
| Foreign Bond | -- | 0.00 | 0.00 | ||
| Total | -- | 91.12 | 91.12 | ||
| Cash | -- | 8.88 | 8.88 | ||
| Total Net Assets | $1.26B |
|---|---|
| Total Stock Holdings | 79 |
| Total Bond Holdings | 0 |
| Valuation | STCSX | Category Range |
|---|---|---|
| Price/Earnings | 17.35 | |
| Price/Book | 2.14 | |
| Price/Sales | 1.26 | |
| Price/Cash Flow | 8.09 | |
| Dividend Yield | 1.16 | |
| LT Earnings | 13.84 | |
| Historical Earnings | 16.38 | |
| Sales Growth | 6.39 | |
| Cash-Flow Growth | 4.97 | |
| Book-Value Growth | 7.19 |
| Management Style | |||
|---|---|---|---|
| Large Cap | |||
| Medium Cap | |||
| Small Cap | |||
 |  |  |
| Rating | vs Category | |
|---|---|---|
| Overall |  | |
| Risk | Avg | |
| Return | Avg |
| Pretax Return | 10.74% |
|---|---|
| Tax-adjusted Return | 9.87% |
| Tax Cost Ratio | 0.79% |
| Potential Cap Gains | 7.17% |
