Comments for SEGSX
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Comments for SEGSX
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mock portfolio
Category: Intermediate Government Morningstar Rating: 5 stars Minimum Initial Investment: $1,000 Expense Ratio: .98% Manager Tenure: 14 years Standard Deviation (past 3 years): 2.77 (average risk) Portfolio Turnover: 678% 10 year return: Top 8% Assets Under Management: $217 Million Side Note: MAKE SURE TO WAIVE THE LOAD!!!! Summary: For someone that doesn't mind more volaitility in their bond portfolio, and is alright with very active management (check out his higher portfolio turnover), this is a good place to turn. Hard to argue with his long-term track record...
Love
March 08, 2007