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Morningstar

Sands Capital Global Growth Inst SCMGX

Morningstar Medalist Rating
Medalist Rating as of | See Sands Capital Investment Hub
  • NAV / 1-Day Return 28.78  /  −0.48 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 15%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis SCMGX

Will SCMGX 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 SCMGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCMGX 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 SCMGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SCMGX

More SCMGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.84 96.5 Mil
Technology

ASML Holding NV ADR

5.63 79.4 Mil
Technology

Amazon.com Inc

5.56 78.4 Mil
Consumer Cyclical

Visa Inc Class A

4.87 68.6 Mil
Financial Services

DexCom Inc

4.34 61.2 Mil
Healthcare

MercadoLibre Inc

4.05 57.0 Mil
Consumer Cyclical

Axon Enterprise Inc

3.93 55.4 Mil
Industrials

Keyence Corp

3.84 54.1 Mil
Technology

Lam Research Corp

3.59 50.7 Mil
Technology

Alphabet Inc Class A

3.48 49.0 Mil
Communication Services