Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 15.83 / 0.13 %
- Total Assets 764.8 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.250%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 40%
Morningstar’s Analysis SCSAX
Will SCSAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 76
- Bond Holdings 0
- Other Holdings 4
- % Assets in Top 10 Holdings 20.1