Morningstar

Sparrow Growth Fund No-Load Class SGNFX

Morningstar Medalist Rating
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Medalist Rating as of See Sparrow Investment Hub
  • NAV / 1-Day Return $56.34  /  +0.84 %
  • Fund Size $74.6M
  • Adjusted Expense Ratio 1.280%
  • Net Expense Ratio 1.280%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 2%
NAV and 1-Day Return as of

Morningstar’s Analysis SGNFX

Will SGNFX outperform in the 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 SGNFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Sparrow Growth No-Load holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings SGNFX

More SGNFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Meta Platforms Inc Class A

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Broadcom Inc

4.43 3M
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Microsoft Corp

4.35 3M
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American Express Co

4.22 3M
Financial Services

Visa Inc Class A

3.13 2M
Financial Services

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