Sarofim Equity SRFMX

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12.58 USD +0.07 (+0.56%)

At closeNov 4, 2026, 8:07 AM EST

Day range unavailable

10.65 52-week range 15.65
YTD
+5.98%
1 year
-19.57%
YTD return
+5.98%
1-year return
-19.57%
Previous close
12.51
52-week range
10.65 – 15.65

2Y -3.96 (-24.04%)

121416Jan 25Jun 25Nov 25Mar 26Aug 2612.51

Key statistics

Enterprise value
0
PEG ratio
0.00
Price / sales
0.00
Price / book
0.00
Dividend yield
0.00%
Payout ratio
0.00%
Short % of float
0.00%
50-day average
16.95
200-day average
16.27

About Sarofim Equity

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. It invests primarily in the common stock of U.S. and foreign based companies listed on U.S. exchanges, but the fund may also invest up to 25% of its net assets in foreign-based companies listed on foreign exchanges, either directly or through American Depositary Receipts ("ADRs"). It focuses on companies with market capitalizations exceeding $5 billion at the time of purchase.

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