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Morningstar

Sands Capital Global Growth Inv SCGVX

Morningstar Medalist Rating
Medalist Rating as of | See Sands Capital Investment Hub
  • NAV / 1-Day Return 25.58  /  0.39 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 21%

USD | NAV as of Nov 30, 2023 | 1-Day Return as of Nov 30, 2023, 11:22 PM GMT+0

Morningstar’s Analysis SCGVX

Will SCGVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCGVX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SCGVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of SCGVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Sands Capital Global Growth Inv's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SCGVX

More SCGVX Holdings
  • Current Portfolio Date
  • Equity Holdings 36
  • Bond Holdings 0
  • Other Holdings 8
  • % Assets in Top 10 Holdings 42.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Visa Inc Class A

5.17
73,165,687
Financial Services

ASML Holding NV ADR

5.08
71,926,848
Technology

Amazon.com Inc

4.88
69,123,388
Consumer Cyclical

DexCom Inc

4.62
65,436,350
Healthcare

NVIDIA Corp

4.07
57,589,754
Technology

MercadoLibre Inc

3.99
56,514,506
Consumer Cyclical

Adyen NV

3.95
55,901,817
Technology

Keyence Corp

3.80
53,826,141
Technology

Titan Co Ltd

3.75
53,071,468
Consumer Cyclical

Sika AG

3.48
49,314,242
Basic Materials