Security Select 25 A
Security Investors, LLC One Security Benefit Place Topeka KS 66636-0001
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Phone: 800-888-2461
| Category: | Large Growth | | Fund Family: | Security Funds | | Net Assets: | 20.15M | | Year-to-Date Return: | -32.77% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Jan-99 |
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Mark Bronzo
Lead Manager since
01-Feb-08 | | | Bronzo is senior vice president, managing director, board member and portfolio manager with GAMNA. Previously, he served as vice president, chief investment officer and treasurer of the Sorema N.A. Group, his employer from 1989 to 1998. He also served as director, vice president, and chief investment officer of its affiliate, Fulcrum Insurance Company, from 1989 to 1998 and another affiliate, C&C Consultants from 1989 to 1997. Bronzo holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $100 | | Min Initial Investment, IRA: | $100 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term growth of capital. The fund typically invests in a core portfolio of 20-30 common stocks of growth companies which have exhibited consistent above average earnings and/or revenue growth. It may invest a portion of assets in options and futures contracts. The fund also may invest in ADRs. It also may invest in a variety of investment vehicles, including those that seek to track the composition and performance of a specific index. The fund is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
(19-Dec-07):
| 0.86 | | Annual Holdings Turnover
| 21.00% | | Average for Category:
| 97.51% |
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| Expense | SEFAX | Category
Avg | | Total Expense Ratio: | 1.40%
| 1.35% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$978 | $615 | | 5 Yr Expense Projection*: |
$1,272 | $944 | | 10 Yr Expense Projection*: |
$2,105 | $1,866 |
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2.63% Nasdaq 0.00%
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