Returns Chart

Key Stats

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Basic Info

Investment Strategy
The investment seeks long-term capital growth. The fund invests mainly in equity securities of issuers located throughout the world. It may invest in securities of any market capitalization, and in securities in any industry or market sector. The fund may invest up to 20% in emerging markets issuers. It may invest in initial public offerings of equity securities. The fund may invest up to 20% of its total assets in debt securities, including up to 5% of its net assets in below investment grade debt securities, and cash and cash equivalents.
General
Security Type Mutual Fund
Oldest Share Symbol SUGYX
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class International Equity
Broad Category Equity
Category Name World Large-Stock Growth
Category Index --
Prospectus Objective World Stock
Fund Owner Firm Name Amundi US
Prospectus Benchmark Index
N/A 100.0%
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%
Manager Tenure
Brian Chen 0.65 yrs
Jeffrey Sacknowitz 0.65 yrs
John Peckham 0.65 yrs

Net Fund Flows Versus Category

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: --
-3.270B Category Low
2.818B Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- Category High
6 Months
% Rank: --
-- Category Low
-- Category High
5 Years
% Rank: --
-- Category Low
-- Category High
YTD
% Rank: --
-- Category Low
-- Category High
10 Years
% Rank: --
-- Category Low
-- Category High
As of December 31, 2021

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of January 20, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2015
2016
2017
2018
2019
2020
2021
YTD
--
--
--
--
--
--
--
-5.12%
-5.66%
4.50%
27.19%
-14.20%
21.51%
10.65%
7.82%
0.19%
-1.23%
1.25%
28.98%
-2.80%
30.74%
35.38%
21.09%
-11.86%
-2.31%
-5.05%
24.48%
-4.67%
32.32%
21.58%
20.37%
-7.36%
--
--
--
--
--
26.57%
19.27%
-9.18%
-0.05%
5.79%
23.88%
-1.99%
29.27%
19.20%
17.44%
-7.34%
As of January 20, 2022.

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (1-20-22) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 26.89
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of October 31, 2021

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of October 31, 2021

Asset Allocation

As of October 31, 2021.
Type % Net % Long % Short
Cash 0.00% Upgrade Upgrade
Stock 100.00% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Top 10 Holdings

Name % Weight Price % Change
Alphabet Inc Class C 5.82% 2629.81 -1.51%
Microsoft Corp 4.96% 298.50 -1.03%
Apple Inc 4.24% 163.07 -0.88%
Amazon.com Inc 3.47% 2856.84 -5.82%
Euronext NV
2.74% -- --
Sony Group Corp
2.69% -- --
Alibaba Group Holding Ltd Ordinary Shares
2.64% -- --
Seven & i Holdings Co Ltd
2.55% -- --
Intercontinental Exchange Inc 2.54% 125.84 -0.22%
Thermo Fisher Scientific Inc 2.51% 581.17 -1.19%

Fees & Availability

Fees
Actual 12B-1 Fee Upgrade
Actual Management Fee Upgrade
Administration Fee --
Performance Fee --
Switching Fee --
Transaction Fee --
Maximum Front Load Upgrade
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Open to Existing Investors Yes
Minimum Initial Investment Upgrade
Minimum Subsequent Investment Upgrade

Basic Info

Investment Strategy
The investment seeks long-term capital growth. The fund invests mainly in equity securities of issuers located throughout the world. It may invest in securities of any market capitalization, and in securities in any industry or market sector. The fund may invest up to 20% in emerging markets issuers. It may invest in initial public offerings of equity securities. The fund may invest up to 20% of its total assets in debt securities, including up to 5% of its net assets in below investment grade debt securities, and cash and cash equivalents.
General
Security Type Mutual Fund
Oldest Share Symbol SUGYX
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class International Equity
Broad Category Equity
Category Name World Large-Stock Growth
Category Index --
Prospectus Objective World Stock
Fund Owner Firm Name Amundi US
Prospectus Benchmark Index
N/A 100.0%
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%
Manager Tenure
Brian Chen 0.65 yrs
Jeffrey Sacknowitz 0.65 yrs
John Peckham 0.65 yrs

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (1-20-22) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 26.89
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of October 31, 2021

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of October 31, 2021

Fund Details

Key Dates
Inception Date 5/7/2021
Last Annual Report Date 9/30/2021
Last Prospectus Date --
Share Classes
SUGCX C
SUGYX Inst
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund Yes

Top Portfolio Holders

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