Sands Capital Global Growth Fund Institutional Shares

Frequently Asked Questions About SCMGX

What does SCMGX invest in?

This fund's main goal is to achieve significant capital growth over an extended timeframe. Under typical market conditions, it primarily allocates investments to the stock of publicly traded businesses worldwide, covering both mature and emerging economies. The Advisor expects to diversify holdings across a minimum of three nations, including the United States. Moreover, at least 40% of the fund's total net assets—plus any capital borrowed for investment—is slated for companies operating outside of the U.S.

What is the expense ratio of SCMGX?

Sands Capital Global Growth Fund Institutional Shares (SCMGX) charges an expense ratio of 0.97%. This is the annual fee deducted from fund assets to cover management and operations.

How big is SCMGX?

Sands Capital Global Growth Fund Institutional Shares (SCMGX) manages $754.2M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is SCMGX actively managed or an index fund?

SCMGX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (SCMGX's is 0.97%) in exchange for the discretion to over- or under-weight positions.

When was SCMGX launched?

Sands Capital Global Growth Fund Institutional Shares (SCMGX) launched in March 2010 and is managed by the fund issuer.

How has SCMGX performed?

SCMGX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.