Slow Capital Growth (SLWGX)

Fund Assets	105.22M
Expense Ratio	0.85%
Min. Investment	$100,000
Turnover	2.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	11.49
YTD Return	5.83%
1-Year Return	14.06%
5-Year Return	n/a
52-Week Low	9.39
52-Week High	11.68
Beta (5Y)	n/a
Holdings	32
Inception Date	n/a

About SLWGX

The Slow Capital Growth Fund is an actively managed mutual fund focused primarily on the common stocks of large-capitalization U.S. companies identified as having strong potential for exceptional long-term growth. Employing a research-intensive, fundamentals-driven approach, the fund seeks businesses capable of investing significant amounts of capital at high and sustained rates of return on invested capital. While the investment mandate is broad—encompassing all sectors, industries, and market capitalizations—the fund has historically concentrated on large- and mid-cap companies but remains open to promising opportunities wherever they arise. The investment process at Slow Capital emphasizes cross-domain insights, trend analysis, and rigorous assessment of each company’s ability to create lasting shareholder value. With a high conviction, low-turnover portfolio typically holding around 30 stocks, the fund aims to uncover innovative companies that solve complex global challenges and are positioned for growth over extended horizons. The Slow Capital Growth Fund is managed by an experienced team dedicated to a patient, analytical investment philosophy and a long-term perspective on value creation.

• Fund Family: Slow Capital Funds
• Category: Large Growth
• Stock Exchange: NASDAQ
• Ticker Symbol: SLWGX

Performance

SLWGX had a total return of 14.06% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.40%.

Top 10 Holdings

48.21% of assets

Name	Symbol	Weight
Alphabet Inc.	GOOGL	6.60%
Broadcom Inc.	AVGO	6.48%
Netflix, Inc.	NFLX	5.11%
Amazon.com, Inc.	AMZN	4.90%
NVIDIA Corporation	NVDA	4.90%
ON Semiconductor Corporation	ON	4.39%
Analog Devices, Inc.	ADI	4.27%
Tesla, Inc.	TSLA	4.10%
MercadoLibre, Inc.	MELI	3.90%
Spotify Technology S.A.	SPOT	3.58%

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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