Armada Fund Family

As you look for funds that are suited to your investment goals, time frames and risk tolerance, remember that a dedicated team of specialists manages every Armada Fund. Our investment professionals work together, always cognizant of the fund’s investment objective and philosophy, as they seek to provide consistent, competitive returns while efficiently managing risk.

Select the asset class on the tabs below, and the share type from the drop down menu, to review your fund’s performance. If you would like more information about share classes, click here.

  ASSET ALLOCATION Retail Shares Class A
   as of 11/30/2002
Fund/Ticker Current
Month End		 YTD 1YR 3YR 5YR 10YR/
Since
Inception		 Overall
Morningstar
Rating		 Fund Strategy
Aggressive Allocation Fund
ARAAX 		-1.12% -19.82% -18.06% N/A N/A -14.19% N/A In general, 60% to 90% of the Fund’s assets will be invested in stock funds, 10 to 40% in fixed income funds, and up to 20% in cash alternatives.
S&P 500 Composite Index 5.89% -17.24% -16.51% -11.13% 0.97% N/A  
Balanced Allocation Fund
ABLLX 		-1.94% -15.78% -14.49% -5.25% N/A -0.81% In general, 45% to 75% of the Fund’s assets will be invested in stock funds, 25 to 55% in fixed income funds, and up to 30% in cash alternatives.
S&P 500 Composite Index 5.89% -17.24% -16.51% -11.13% 0.97% N/A  
Conservative Allocation Fund
AOAAX 		-3.35% -9.67% -9.03% N/A N/A -5.34% N/A In general, 20% to 50% of the Fund’s assets will be invested in stock funds, 50 to 80% in fixed income funds, and up to 20% in cash alternatives.
Lehman U.S Aggregate Bond Index -0.03% 8.03% 7.34% 9.18% 7.32% N/A  

no record received


Armada Funds Products