Sarofim Mutual Funds List
Here you can find all mutual funds issued by Sarofim and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 0.70%
- Avg. 1 Year Return
- 12.88%
- Avg. 5 Year Return
- 8.29%
- Median Risk/Return Score
- 14 / 100
Sarofim Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sarofim Equity Fund | Large Cap Blend Equities | Jan 17, 2014 | 0.70% | 4.36% | 12.98% | 30.69% | 14 |
Explore top Sarofim Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Sarofim Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Sarofim Equity Fund | 14 | — | Jan 2014 |
Best-Performing Sarofim Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Sarofim Equity Fund | 8.29% | — | Jan 2014 |
Lowest-Cost Sarofim Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Sarofim Equity Fund | 0.70% | — | Jan 2014 |
Highest-Yield Sarofim Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Sarofim Equity Fund | 30.69% | — | Jan 2014 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.