- 22 мая 2017, 13:27
- Zacks Investment Research
Consulting Group Small-Mid Cap Equity (TSGUX) a Zacks Rank #1 (Strong Buy) invests, under normal market conditions, at least 80% of its net assets in the equity securities of small capitalization growth companies, defined as those with market capitalizations, at the time of purchase, below the maximum market capitalization permitted for a stock in the Russell 2000 Growth Index.
This Small Growth fund, as of the last filing, allocates their fund in three major groups; Large Growth, Small Growth and Small Value. Further, as of the last filing, ROSS STORES INC, EURONET WORLDWIDE INC and HEXCEL CORP were the top holdings for TSGUX.
The Consulting Group Small-Mid Cap Equity fund, managed by MorgStan, carries an expense ratio of 0.79%. Moreover, TSGUX requires a minimal initial investment of $100.
TSGUX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 19.33%, 3 year 5.68% and 5 year 10.50%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .
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