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Stratus Growth Portfolio

STWAX:US
NASDAQ GM
15.81
USD
0.03
0.19%
As of 9:29 AM EDT 5/27/2016
Fund Type
Open-End Fund
52Wk Range
13.86 - 16.48
1 Yr Return
-1.08%
YTD Return
4.43%
Open
15.81
Day Range
15.81 - 15.81
Previous Close
15.78
52Wk Range
13.86 - 16.48
1 Yr Return
-1.99%
YTD Return
4.43%
Fund Type
Open-End Fund
Objective
Growth Broad Market
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 05/27/2016)
15.81
Total Assets (m USD) (on 05/27/2016)
24.731
Inception Date
12/31/1997
Last Dividend (on 12/30/2015)
0.198347
Dividend Indicated Gross Yield
1.25%
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
0.75%
Expense Ratio
1.24%

Top Fund Holdings

Name Position Value % of Fund
13.50 k 1.34 m 3.95
15.00 k 1.14 m 3.34
34.79 k 1.11 m 3.25
20.00 k 1.10 m 3.25
10.00 k 1.08 m 3.18
35.00 k 1.07 m 3.15
18.00 k 1.03 m 3.04
8.00 k 1.03 m 3.03
10.00 k 1.02 m 3.02
9.00 k 980.91 k 2.89
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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