Security Small Cap Growth B
Security Investors, LLC One Security Benefit Place Topeka KS 66636-0001
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Phone: 800-888-2461
| Category: | Small Growth | | Fund Family: | Security Funds | | Net Assets: | 3.19M | | Year-to-Date Return: | -20.95% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Oct-97 |
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William J. Wolfenden III
Lead Manager since
01-Sep-02 | | | Wolfenden is a principal of RS Investments and joined the firm in April 2001. Previously, he had been at Dresdner RCM Global Investors since 1994, where he served on the micro-cap growth investment management teams. Before that, he spent four years in commercial banking for Westamerica Bank and the Bank of California. |
| Min Initial Investment: | $100 | | Min Initial Investment, IRA: | $100 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of (plus borrowings for investment purposes) in equity securities of companies that, when purchased, have market capitalizations that are similar to those of companies in the Russell 2000 Growth index. It may invest the remainder of assets in securities of companies of any size. |
| Last Dividend
| N/A | | Last Cap Gain
(19-Dec-07):
| 1.31 | | Annual Holdings Turnover
| 145.00% | | Average for Category:
| 114.64% |
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| Expense | SEPBX | Category
Avg | | Total Expense Ratio: | 2.56%
| 1.60% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 5.00%
| 2.66% | | 3 Yr Expense Projection*: |
$1,096 | $686 | | 5 Yr Expense Projection*: |
$1,560 | $1,085 | | 10 Yr Expense Projection*: |
$2,712 | $2,158 |
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1.49% Nasdaq 
0.27%
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