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Smith Group Large Cap Core Growth Instl (BSLGX) Fund Ranking and Research

Ranking, Research and Recommendation of Smith Group Large Cap Core Growth Instl (BSLGX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Smith Group Large Cap Core Growth Instl Fund (BSLGX) ManagerFund Manager - Stephen S. Smith

Fund Manager Information

Fund Manager Tenure: 11.5 years
Fund Family: Smith Group
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)

 

Graph of Smith Group Large Cap Core Growth Instl Fund (BSLGX) ProfileSmith Group Large Cap Core Growth Instl Fund (BSLGX) Profile

Fund Profile and Description

Smith Group Large Cap Core Growth Instl Fund seeks capital appreciation. Smith Group Large Cap Core Growth Instl Fund normally invests at least 80% of net assets in U.S. common stocks and other equity securities of large capitalization companies defined as companies within the range of the capitalization of companies constituting the Russell 1000 Growth index.

 

Smith Group Large Cap Core Growth Instl (BSLGX) Fund Strength What we like about Smith Group Large Cap Core Growth Instl (BSLGX) Fund

Data for Smith Group Large Cap Core Growth Instl Fund (BSLGX) as of May 30, 2016

  • Smith Group Large Cap Core Growth Instl Fund (BSLGX) management has been with Smith Group Large Cap Core Growth Instl Fund for 11.5 years
  • Smith Group Large Cap Core Growth Instl Fund (BSLGX) has good short-term performance (1-year return -0.51% vs -1.15% Large Blend category median performance)
  • Smith Group Large Cap Core Growth Instl Fund (BSLGX) has good mid-term performance (3-year return 11.18% vs 9.43% Large Blend category median performance)
  • Smith Group Large Cap Core Growth Instl Fund (BSLGX) ratio of up-years vs down years is greater than 2
  • Asset base in Smith Group Large Cap Core Growth Instl Fund (BSLGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Smith Group Large Cap Core Growth Instl Fund (BSLGX) has a lower expense ratio than its Large Blend average: 0.79% vs 1.02%
  • Smith Group Large Cap Core Growth Instl Fund (BSLGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Smith Group Large Cap Core Growth Instl Fund (BSLGX) Weakness What we are cautious about Smith Group Large Cap Core Growth Instl (BSLGX) Fund

Data for Smith Group Large Cap Core Growth Instl Fund (BSLGX) as of May 30, 2016

  • Smith Group Large Cap Core Growth Instl Fund (BSLGX) has a less-than-ideal Long-term performance (5-year return 10.13% vs 10.15% Large Blend category median performance)
  • Smith Group Large Cap Core Growth Instl Fund (BSLGX) has a Morningstar rating of 3 and below
  • Smith Group Large Cap Core Growth Instl Fund (BSLGX) has an annual stock turnover rate of 58.00% that is higher than the Large Blend average of 53.12%. This could mean Smith Group Large Cap Core Growth Instl is more nimble, but also signal potential high tax impact and high trading fees
  • Smith Group Large Cap Core Growth Instl Fund (BSLGX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.1 that is higher than category average of 11.67
See Smith Group Large Cap Core Growth Instl Fund (BSLGX) performance details as of May 30, 2016

 

What do you think?

 

Compare Smith Group Large Cap Core Growth Instl Fund (BSLGX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Smith Group Large Cap Core Growth Instl2.57-0.5111.1810.13
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Smith Group Large Cap Core Growth Instl Fund (BSLGX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Smith Group Large Cap Core Growth Instl Fund (BSLGX) Net Asset TrackingSmith Group Large Cap Core Growth Instl (BSLGX) Fund Net Asset

Track net asset change of Smith Group Large Cap Core Growth Instl fund (BSLGX)

DateNet Asset
05/2016$50.74M
03/2016$48.83M
02/2016$45.59M
More historic net asset information on Smith Group Large Cap Core Growth Instl Fund (BSLGX)

  

Graph of Smith Group Large Cap Core Growth Instl Fund (BSLGX) Portfolio TrackingSmith Group Large Cap Core Growth Instl (BSLGX) Fund Portfolio Allocation

Track portfolio allocation change of Smith Group Large Cap Core Growth Instl fund (BSLGX)

DateCashStockBondOther
04/20162.61%97.39%0%0%
03/20162.93%97.07%0%0%
01/20160.64%99.36%0%0%
Click here to see more historic asset allocation information on Smith Group Large Cap Core Growth Instl Fund (BSLGX)

 

graph of Smith Group Large Cap Core Growth Instl Fund (BSLGX) Top 10 Position TrackingTop 10 Holdings in Smith Group Large Cap Core Growth Instl (BSLGX) Fund

Discover what Smith Group Large Cap Core Growth Instl Fund (BSLGX) manager is buying

Apr 29, 2016
SM Energy Company Common Stock [5.07%]
Helmerich & Payne, Inc. Common [3.02%]
Chevron Corporation Common Stoc [2.74%]
Exxon Mobil Corporation Common [2.73%]
C.R. Bard, Inc. Common Stock [2.68%]
Citrix Systems, Inc. [2.62%]
Coach, Inc. Common Stock [2.55%]
Johnson & Johnson Common Stock [2.54%]
C.H. Robinson Worldwide, Inc. [2.54%]
Discover Financial Services Com [2.51%]

Mar 30, 2016
SM Energy Company Common Stock [3.12%]
Helmerich & Payne, Inc. Common [2.74%]
C.H. Robinson Worldwide, Inc. [2.72%]
Exxon Mobil Corporation Common [2.64%]
Alaska Air Group, Inc. Common S [2.62%]
Wyndham Worldwide Corp Common [2.62%]
Cisco Systems, Inc. [2.62%]
Chevron Corporation Common Stoc [2.62%]
C.R. Bard, Inc. Common Stock [2.62%]
Coach, Inc. Common Stock [2.6%]

Jan 30, 2016
Coach, Inc. Common Stock [3.02%]
Intercontinental Exchange Inc. [2.83%]
C.H. Robinson Worldwide, Inc. [2.75%]
Clorox Company (The) Common Sto [2.74%]
Johnson & Johnson Common Stock [2.73%]
Starbucks Corporation [2.73%]
Kimberly-Clark Corporation Comm [2.72%]
Exxon Mobil Corporation Common [2.69%]
Microsoft Corporation [2.68%]
C.R. Bard, Inc. Common Stock [2.62%]
Click here for Stock Holding Change Map in Smith Group Large Cap Core Growth Instl Fund (BSLGX)

  

Latest News on Smith Group Large Cap Core Growth Instl (BSLGX) Fund

See what is happening with Smith Group Large Cap Core Growth Instl Fund (BSLGX)

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Smith Group Large Cap Core Growth Instl Fund (BSLGX) Related ResourcesSee more information on Smith Group Large Cap Core Growth Instl (BSLGX) Fund

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