Armada Core Equity Fund - Retail

spacer Fund Overview | Performance | Fund Management

FUND OVERVIEW

as of Feb 28, 2001 (Retail Shares)


Who Should Invest

  • 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

FUND MANAGEMENT


Our Investment Philosophy

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.


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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