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What do the boxes mean?
The style box represents the fund's investment objective and is not reflective of the historical or current holdings of the portfolio.
Emerging Growth Stock

 AI
CUSIP76628R80576628R706
TickerSCEAXSEGTX
Share Class Inception2/23/20042/23/2004
Exp Ratio1.741.44
NAV13.0713.42
POP13.8713.42
NAV Change 0.11 0.11

Complementary Fund

Morningstar Ratings as of 12/31/11

Emerging Growth Stock I Shares received a Morningstar rating.

I Shares received a 2-star rating for overall performance, 3 stars for 3-year performance among 659 funds and 2 stars for 5-year performance among 596 funds. For the 10-year period ending 12/31/11, the Morningstar Rating is not available.

Peer Group Categories

Morningstar: Mid-Cap Growth
Lipper: Mid-Cap Growth

Fund Resources

Portfolio Managers

Nancy Zevenbergen, CFA

President and Chief Investment Officer (Zevenbergen Capital Investments LLC)

Ms. Nancy Zevenbergen, CFA, CIC, has served as President and Chief Investment Officer of ZCI since 1987 and has co-managed the Funds since their inception.

Brooke de Boutray, CFA

Managing Director, Principal, Portfolio Manager and Analyst (Zevenbergen Capital Investments LLC)

Ms. Brooke de Boutray, CFA, CIC, has co-managed the Funds since their inception. Ms. de Boutray joined ZCI in 1992 and has served as Managing Director, Portfolio Manager and Analyst since each Fund’s respective inception.

Leslie Tubbs, CFA

Managing Director, Principal, Portfolio Manager and Analyst (Zevenbergen Capital Investments LLC)

Ms. Leslie Tubbs, CFA, CIC, has co-managed the Funds since their inception. Ms. Tubbs joined ZCI in 1994 and has served as Managing Director, Portfolio Manager and Analyst since each Fund’s respective inception.

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