Sparrow Growth Fund Class A (SGFFX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund typically invests in a broad range of foreign and U.S. common stocks which the fund's adviser believes have above-average prospects for appreciation, based on a proprietary investment model developed by the adviser. It may invest in stocks of all market capitalization ranges based on the adviser's assessment of the relative opportunities and risks of each category. The fund may invest up to 15% of its assets in fixed-income securities that are rated investment-grade at the time of purchase.


1 month-1.23% 3 years+13.90%
3 months+2.93% 5 years+13.47%
1 year+4.17% Since inception+4.46%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+13.47%+14.76%
Expense ratio2.38%1.35%
Risk 5 year sharpe ratio0.850.95
Net assets$11.2M$1.3B
Average market cap$6.5B$9.3B
Average P/E28.324.4
Portfolio turnover254%254%

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Fund Management and Purchase Info

Fund familySparrow
Fund manager & tenureGerald Sparrow / 16 Years
Minimal initial investment$1,000.00
Minimum IRA investment$100.00


U.S. stock86.77%
International stock9.91%
Fixed income2.13%
Top 5 Sectors
Portfolio weighting
Consumer goods 44.86%
Consumer service 22.47%
Business service 8.85%
Industrial materials 5.16%
Financial service 4.89%
Top 10 Holdings
Portfolio weighting
SKX Skechers USA Inc1.93%
BUD Anheuser-Busch Inbev SA ADR1.77%
BIIB Biogen Idec Inc1.67%
CELG Celgene Corp1.63%
GILD Gilead Sciences Inc1.59%
FB Facebook Inc Class A1.58%
REGN Regeneron Pharmaceuticals Inc1.56%
EXP Eagle Materials Inc1.53%
NXST Nexstar Broadcasting Group Inc Class A1.52%
SAM Boston Beer Co Inc Class A1.42%

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