Security Global Inst
Security Investors, LLC One Security Benefit Place Topeka KS 66636-0001
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Phone: 800-888-2461
| Category: | World Stock | | Fund Family: | Security Funds | | Net Assets: | 6.01M | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 11-Jul-08 |
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John D. Boich
Lead Manager since
31-Jul-07 | | | Boich founded Avera Global Partners, LP in July 2001. Prior to that he was a founding partner and senior portfolio manager at Montgomery Asset Management (MAM), where he worked for eight years. Prior to joining MAM he worked as an analyst and portfolio manager at The Boston Company Institutional Investor Inc. He also worked as a financial advisor with Prudential-Bache Securities and E.F. Hutton & Company. Boich holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term growth of capital. The fund invests primarily in foreign and domestic common stocks or convertible stocks of companies considered to have appreciation possibilities. It may also invest a portion of assets in options, futures contracts and foreign currencies, which may be used to hedge the fund's portfolio, to increase returns or to maintain exposure to the equity markets. The fund may also invest in emerging-market countries. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 162.00% | | Average for Category:
| 63.66% |
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| Expense | SGOLX | Category
Avg | | Total Expense Ratio: | %
| 1.54% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.44% | | Max Deferred Sales Load: | 0.00%
| 2.61% | | 3 Yr Expense Projection*: |
$365 | $685 | | 5 Yr Expense Projection*: |
$N/A | $1,077 | | 10 Yr Expense Projection*: |
$N/A | $2,132 |
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2.63% Nasdaq 0.00%
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