Armada Balanced Allocation Fund - Retail

spacer Fund Overview | Performance | Fund Management

FUND OVERVIEW

as of May 31, 2001 (Retail Shares)


Who Should Invest

  • Investors who want a single investment pursuing growth, income and capital preservation.
  • Investors who have an intermediate investing time horizon.
  • Investors who are interested in diversifying across all three major sectors.
  • Investors who are considering broadening their portfolio to include stocks.
  • Investors who have concerns about market corrections and may want to maintain limited exposure to stocks.

Top Holdings, Performance, and Investment Objectives

FUND MANAGEMENT


Our Investment Philosophy

The Fund invests primarily in three major asset groups: equity securities, fixed income securities, and cash equivalent securities. The Armada Balanced Allocation Fund may invest in any type or class of security. Under normal market conditions, the Fund invests in common stocks and securities convertible into common stocks (45%-75% of its net assets), fixed income securities (25%-55% of its net assets), and cash equivalent securities (up to 30% of its net assets). No more than 20% of the Fund's total assets will be invested in foreign securities.


Disclosure

NOT FDIC INSURED. NO BANK GUARANTEE. MAY LOSE VALUE. This information must be preceded or accompanied by a current prospectus for the Armada Funds. Read it carefully before you invest or send money. National City Investment Management Company serves as investment advisor and custodian for the Armada Funds. The Armada Funds are distributed by SEI Investments Distribution Co. which is not affiliated with National City Investment Management Company.


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