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Home > Financial Services > Mutual Funds > SM&R Investments
SM&R Investments
Securities Management and Research, Inc. is a registered broker-dealer and a wholly owned subsidiary of American National Insurance Company. The company is a Florida corporation with headquarters at 2450 South Shore Boulevard, Suite 400, League City, Texas 77573, a suburb of Houston, Texas. SM&R serves as investment manager and advisor for the equity and fixed income portfolios of American National Insurance Company and its affiliated companies.
The company also serves as an investment advisor for registered investment companies, retirement plans, bank trust funds, non-profit foundations, and private client portfolios throughout the United States, directing approximately 12.8 billion dollars in assets With total assets of 12.9 billion dollars and total liabilities of 10.9 billion dollars, as of December 31, 2005, American National is one of the oldest, largest, and financially secure insurers in the country.
The SM&R Alger Aggressive Growth Fund seeks to achieve long-term capital appreciation. The fund normally invests at least 85 percent of assets in the equity securities of companies listed on U.S. exchanges or in the over-the-counter market. The fund advisor focuses on the equity securities of companies of any size that demonstrate promising growth potential.
The SM&R Alger Growth Fund seeks to achieve long-term capital appreciation. The fund normally invests at least 65 percent of assets in the equity securities of large companies listed on U.S. exchanges or in the over-the-counter market. The fund advisor focuses on the stock of growing companies that generally have broad product lines, markets, financial resources and depth of management. The fund considers a large company to have a market capitalization of 10 billion dollars or greater.
SM&R Alger Small-Cap seeks to achieve long-term capital appreciation. The fund normally invests at least 65 percent of total assets in the equity securities of small-capitalization companies listed on U.S. exchanges or in the over-the-counter market. The fund advisor focuses on small, fast-growing companies that offer innovative products, services or technologies to a rapidly expanding marketplace.
SM&R Equity Income Fund seeks current income; long-term capital appreciation is secondary. The fund invests primarily in common stocks, preferred stocks, and marketable-debt securities. The relative holdings vary according to market conditions, but the fund invests at least 50 percent of assets in equity securities. The fund may only purchase investment-grade corporate debt securities.
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