| 14.96 Net Asset Value | -1.45% 1 Day | +16.69% Year-to-Date | Overall Morningstar Rating |
| Small growth Style or Category | No Load Sales Expenses | 1.18% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | +7.55% | 3 years | +19.45% | |
| 3 months | +7.55% | 5 years | +10.75% | |
| 1 year | +30.67% | Since inception | +7.94% |
| TSCPX | Category | |
|---|---|---|
| Performance 5-yr return | +10.75% | +8.20% |
| Expense ratio | 1.18% | 1.48% |
| Risk 5 year sharpe ratio | 0.58 | 0.39 |
| Net assets | $899.2M | $699.1M |
| Average market cap | $1.7B | $2.1B |
| Average P/E | 24.8 | 22.9 |
| Portfolio turnover | 65% | 65% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Managers Funds |
| Fund manager & tenure | Grant Babyak / 13 Years |
| Minimal initial investment | $1,000,000.00 |
| Minimum IRA investment | $1,000,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | 20.55% |
| Healthcare | 11.93% |
| Hardware | 9.87% |
| Industrial materials | 8.96% |
| Energy | 8.85% |
| ULTI Ultimate Software Group, Inc. | 1.91% |
| GWR Genesee & Wyoming, Inc. Class A | 1.88% |
| SLH Solera Holdings, Inc. | 1.82% |
| ASGN On Assignment, Inc. | 1.81% |
| WEX WEX Inc | 1.78% |
| CLH Clean Harbors, Inc. | 1.76% |
| JKHY Jack Henry & Associates, Inc | 1.73% |
| MRH Montpelier RE Holdings Ltd | 1.73% |
| CEB Corporate Executive Board Company | 1.59% |
| CSGP CoStar Group, Inc. | 1.57% |
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