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SRFMX Mutual Fund Price & Analysis

The Sarofim Equity Fund (SRFMX) is a mutual fund that primarily invests in a diverse portfolio of equity securities. It is managed by Sarofim Advisors, a well-respected investment management firm known for its long-term, value-oriented approach. The fund aims to provide investors with long-term capital appreciation by investing in high-quality companies with strong fundamentals and growth potential. With a focus on risk management and a track record of consistent performance, the Sarofim Equity Fund is a suitable option for investors seeking exposure to the stock market.

SRFMX Mutual Fund Chart & Stats

$11.90
$0.17(1.45%)
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SRFMX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Nvidia Corporation
8.86%
Microsoft
8.17%
Alphabet Inc. Class C
7.84%
Apple Inc
6.29%
Amazon.Com, Inc.
6.20%
Taiwan Semiconductor Manufacturing Company Limited
3.41%
Intuitive Surgical
3.19%
Mastercard Inc
3.10%
LVMH Moet Hennessy Louis Vuitton SE
3.04%
Meta Platforms, Inc.
2.98%
Total53.07%

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