Nasdaq - Delayed Quote USD

Spyglass Growth Institutional (SPYGX)

21.40 +0.25 (+1.18%)
At close: 8:01:07 PM EST

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
1,000
Min Initial Investment, AIP
1,000
Min Subsequent Investment
100,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Schwab Institutional
  • JPMorgan
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)

Fund Summary

The fund seeks to achieve its investment objective by investing in a non-diversified portfolio of common stocks of U.S. growth companies. It may also invest in other equity securities, including stocks offered in initial public offerings ("IPOs") and shares of real estate investment trusts ("REITs"). The fund is non-diversified.

Fund Overview

Category Mid-Cap Growth
Fund Family Spyglass Capital Management
Net Assets 1.04B
YTD Return 48.83%
Yield 0.00%
Morningstar Rating
Inception Date Dec 29, 2017

Performance & Risk

YTD Return 45.46%
5y Average Return 12.89%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.37
Morningstar Risk Rating

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