About SRGIX
Stringer Growth Fund is an open-end mutual fund focused on delivering long-term capital growth. Managed by Stringer Asset Management, the fund primarily invests in unaffiliated exchange-traded funds (ETFs) and, to a lesser extent, individual common stocks. The portfolio is highly equity-oriented, with over 98% of assets allocated to stocks, emphasizing dynamic exposure to both domestic and international equity markets. This design allows the fund to benefit from diversification across geographic regions and equity sectors while maintaining flexibility to adapt to changing market conditions.
The fund employs a risk-managed approach, integrating both strategic asset allocation and tactical adjustments to respond to market trends and volatility. Its top holdings are concentrated in multiple ETFs, offering exposure to a range of market segments. The fund seeks to provide consistent growth while managing volatility, making it suitable for investors focused on long-term capital appreciation. With inception dating back to 2013, Stringer Growth Fund plays a significant role for investors seeking equity growth through a professionally managed, multi-ETF strategy within the broader mutual fund landscape.
Fund Family Stringer Funds
Category Tactical Allocation
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol SRGIX
Share Class Institutional Class Shares
Index MSCI AC World NR USD
SRGIX had a total return of 11.46% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.19%.
