Stratus Growth Retail A
6801 S 27th Street Lincoln NE 68512
Map
Phone: 888-769-2362
| Category: | Large Growth | | Fund Family: | Stratus Fund, Inc. | | Net Assets: | 300.00K | | Year-to-Date Return: | -8.95% | | Yield: | 0.50% | | Morningstar Rating: |  | | Fund Inception Date: | 07-Jan-98 |
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Ryan Sailer
Lead Manager since
01-Jul-07 | | | Sailer, investment officer of Union Investment Advisors, has been affiliated with Union Investment Advisors since March 2007 and is assistant vice president at Union Bank & Trust. He has been affiliated with Union Bank and Trust Company since 2002. Prior to joining Union Bank, Sailer was a Research Analyst Investment Strategist for Kirkpatrick Pettis. Sailer holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation and income. The fund invests at least 65% of total assets in a diversified portfolio of common stocks. The remaining assets (up to 35% of the Portfolio) may be invested in U.S. government securities and money market instruments. It invests principally in medium and large capitalization companies having a market capitalization greater than $1 billion. |
| Last Dividend
(28-Dec-07):
| 0.08 | | Last Cap Gain
(5-Dec-07):
| 1.39 | | Annual Holdings Turnover
| 35.00% | | Average for Category:
| 98.32% |
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| Expense | STWAX | Category
Avg | | Total Expense Ratio: | 1.15%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 4.50%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$782 | $622 | | 5 Yr Expense Projection*: |
$1,021 | $957 | | 10 Yr Expense Projection*: |
$1,705 | $1,889 |
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1.49% Nasdaq 
0.27%
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