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Sarofim Equity Fund (SRFMX)

US Funds

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14.22 +0.01 +0.07%

22/05 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 91.78M

Type: Fund

Market: United States

Issuer: Sarofim

Asset Class: Equity

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SRFMX Overview

Find basic information about the Sarofim Equity Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add SRFMX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 10.8%

Prev. Close14.21

Risk Rating

TTM Yield0.50%

ROE36.61%

IssuerSarofim

Turnover10%

ROA15.73%

Inception Date41656

Total Assets91.78M

Expenses0.70%

Min. Investment2,500

Market Cap410.23B

CategoryLarge Blend

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1172	1023	1214	1203	1892	2977
Fund Return	17.23%	2.29%	21.44%	6.36%	13.6%	11.53%
Place in category	1288	1366	1320	1196	806	580
% in Category	93	97	96	92	68	68

Top Funds for Large Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Total Stock Market Ins Pls	705.13B	-5.46	11.33	11.64
Fidelity 500 Index Institutional Pr	593.97B	-4.92	12.17	12.31
Vanguard 500 Index Admiral	528.46B	-4.94	12.13	12.28
Vanguard Total Stock Market Admiral	377.59B	-5.47	11.31	11.61
Vanguard 500 Index Institutional Se	194.93B	-4.92	12.16	-

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	9.14	454.86	+0.51%
Apple	US0378331005	5.78	201.36	-0.36%
Amazon.com	US0231351067	5.74	203.10	+0.98%
Novo Nordisk ADR	US6701002056	4.12	68.17	-0.04%
Visa A	US92826C8394	3.99	357.97	-0.09%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Neutral	Neutral	Sell
Technical Indicators	Strong Buy	Strong Buy	Strong Sell
Summary	Buy	Buy	Strong Sell

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Sarofim Equity	14.22	+0.01	+0.07%