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Fund
Overview |
Performance | Fund Management
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FUND
OVERVIEW
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as of Nov 30, 2001 (Institutional Shares)
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Who Should
Invest
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- Investors who have at least 5 years to invest before needing access to their investment.
- Investors who are looking for a broad exposure to stock investing.
- Investors who prefer a blended approach over a strictly growth or strictly value approach.
Top Holdings, Performance, and Investment Objectives
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Our
Investment Philosophy
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The investment strategy is to identify stocks with any one of the following key attributes:
- Lower-than-average price/earnings ratio (value stocks).
- Above-average dividend yield.
- Consistently above-average earnings growth outlook (growth stocks).
- The Fund can invest anywhere from 20 to 50% in each of these groups, shifting its allocation at any time to capitalize on different economic environments.
- This approach is designed to produce a portfolio of reasonably-priced stocks that are promising from both a dividend yield and a growth standpoint.
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Disclosure
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| Shares of Armada Funds are: |
| NOT FDIC INSURED |
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NO BANK GUARANTEE and |
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MAY LOSE VALUE |
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| Mutual funds involve risk, including possible loss of principal. National City Investment Management Company (IMC) serves as investment adviser to Armada Funds, for which it receives an investment advisory fee. Armada Funds are distributed by SEI Investments Distribution Co. (SIDC), Oaks, PA 19456. SIDC is not affiliated with IMC and is not a bank. For more complete information about Armada Funds, including charges and expenses, please contact your investment professional or call 1-800-622-FUND (3863) for a prospectus. Read it carefully before you invest or send money.
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