Morningstar

Slow Capital Growth Fund SLWGX

Morningstar Medalist Rating
Medalist Rating as of | See Slow Capital Funds Investment Hub
  • NAV / 1-Day Return —  /  —
  • Total Assets —
  • Adj. Expense Ratio
    —
  • Expense Ratio —
  • Distribution Fee Level —
  • Share Class Type —
  • Category —
  • Investment Style —
  • Min. Initial Investment —
  • Status
  • TTM Yield —
  • Turnover —

Morningstar’s Analysis SLWGX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Slow Capital Growth 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
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SLWGX

More SLWGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

6.44 7M
Technology

Alphabet Inc Class A

6.06 7M
Communication Services

ON Semiconductor Corp

4.87 5M
Technology

CrowdStrike Holdings Inc Class A

4.82 5M
Technology

NVIDIA Corp

4.81 5M
Technology

Amazon.com Inc

4.65 5M
Consumer Cyclical

Datadog Inc Class A

4.48 5M
Technology

Netflix Inc

4.36 5M
Communication Services

Tesla Inc

4.35 5M
Consumer Cyclical

Analog Devices Inc

4.08 4M
Technology

Sponsor Center