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Stratus Growth Portfolio

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STWAX:US
NASDAQ GM
18.49
USD
0.29
1.54%
As of 18:06:12 ET on 09/04/2015.
Fund Type
Open-End Fund
52Wk Range
18.00 - 20.81
1 Yr Return
-4.80%
YTD Return
-7.73%
Open
18.49
Day Range
18.49 - 18.49
Previous Close
18.78
52Wk Range
18.00 - 20.81
1 Yr Return
-4.80%
YTD Return
-7.73%
Fund Type
Open-End Fund
Objective
Growth Broad Market
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 09/04/2015)
18.49
Total Assets (m USD) (on 09/04/2015)
37.759
Inception Date
12/31/1997
Last Dividend (on 12/30/2014)
0.446052
Dividend Indicated Gross Yield
2.41%
Fund Managers
RYAN MICHAEL SAILER
Front Load Fee
4.50%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.00%
Current Mgmt Fee
0.50%
Expense Ratio
1.19%
Top Fund Holdings
Name Position Value % of Fund
Walt Disney Co/The 13.50 k 1.62 m 3.88
Comcast Corp 24.00 k 1.50 m 3.59
General Electric Co 55.00 k 1.44 m 3.44
Apple Inc 11.00 k 1.33 m 3.20
Lowe's Cos Inc 19.00 k 1.32 m 3.16
Johnson & Johnson 13.00 k 1.30 m 3.12
Berkshire Hathaway Inc 6.00 1.28 m 3.08
PepsiCo Inc 12.50 k 1.20 m 2.89
Capital One Financial Corp 14.00 k 1.14 m 2.73
CVS Health Corp 10.00 k 1.12 m 2.70
Profile
Stratus Growth Portfolio is an open-end fund incorporated in the USA. The Fund seeks capital appreciation and income. The Fund invests at least 65% of its total assets in a diversified portfolio of common stocks of mid- and large-capitalization companies. Up to 35% of the portfolio may be invested in U.S. government securities and money market instruments.
ADDRESS
Stratus Funds
6801 S. 27th Street
P.O. Box 82535
Lincoln, NE 68501-2535
USA
PHONE
1-402-323-1794
WEBSITE
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