Fund Evaluator:

Slow Capital Growth Overview

Slow Capital Growth (SLWGX) is an actively managed U.S. Equity Large Growth fund. Slow Capital Funds launched the fund in 2024.

The investment seeks to provide long-term capital appreciation. Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of the fund’s net assets (plus borrowings for investment purposes) in common stocks of companies that the fund’s adviser, Slow Capital, Inc. (the “Adviser”), believes have the potential for growth. The fund invests in domestic common stocks, which may be of any market capitalization, although the fund will focus on large- and mid-capitalization companies.

About Slow Capital Growth (SLWGX)

There are 1 members of the management team with an average tenure of 1.65 years: Matthew Johnson (2024). Management tenure is more important for actively managed funds than passive index funds.

The fund has 1 primary benchmark: Morningstar US TME TR USD index with a weighting of 100%. Slow Capital Growth has 32 securities in its portfolio. The top 10 holdings constitute 46.7% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.

Slow Capital Growth is part of the Equity global asset class and is within the U.S. Equity fund group. Slow Capital Growth has 5.6% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 93.4%. There is 5.6% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). Slow Capital Growth has 1.1% of the portfolio in cash.

Assets Under Management

The fund has $105 million in total assets, which is below the $2 billion average for the Large Growth category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

SLWGX Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Slow Capital Growth expense ratio is high compared to funds in the Large Growth category. Slow Capital Growth has an expense ratio of 0.85%, which is 12% lower than its category average, making the fund expense ratio grade a C. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. Slow Capital Growth has a portfolio turnover rate of 2%, indicating that holds its assets around 0.5 years. By way of comparison, the average portfolio turnover is 54% for the Large Growth category.

Recently, in the month of July 2026, Slow Capital Growth returned 1.0%, which earned it a grade of A, as the Large Growth category had an average return of -3.1%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.

Slow Capital Growth has a trailing yield of 0.00%, which is below the 0.06% category average. The fund normally distributes its income annually.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

Slow Capital Growth Grades

Year to date, the fund has returned 3.2%, 0.5 percentage points worse than the category, which translates into a grade of C. The fund has returned 12.4% over the past year (grade of B).

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