Suncoast Equity Select Growth (S:0P00003GMZ)
155.70
+2.11
(+1.38%)
USD |
Sep 30 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of December 30, 2025.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| NVIDIA Corp. | 9.94% | 187.96 | -0.14% |
| Microsoft Corp. | 9.53% | 488.23 | 0.23% |
| Booking Holdings, Inc. | 6.97% | 5447.99 | 0.12% |
| Alphabet, Inc. | 6.92% | 314.46 | 0.02% |
| Visa, Inc. | 5.84% | 354.19 | -0.12% |
| Intuit, Inc. | 5.73% | 671.00 | -0.47% |
| McKesson Corp. | 4.74% | 829.43 | -0.12% |
| Alphabet, Inc. | 4.71% | 313.64 | 0.03% |
| Stryker Corp. | 4.66% | 353.59 | 0.31% |
| Mastercard, Inc. | 4.22% | 576.23 | -0.29% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |