Armada Small/Mid Cap Value Fund - Institutional

spacer Fund Overview | Performance | Fund Management

FUND OVERVIEW


Who Should Invest

  • Investors who seek capital appreciation.
  • Investors who are willing to accept risks of investing in a fund that invests primarily in value-oriented common stocks of small and mid cap companies.

Top Holdings, Performance, and Investment Objectives


FUND MANAGEMENT


Our Investment Philosophy

The Fund's principal investment strategy is investing in common stocks of U.S. companies that are considered to have small cap or mid cap stock market capitalizations. Companies meeting this criteria are ones that have a market capitalization of between $500 million and $5 billion at the time the Fund purchases the company's securities. In buying and selling securities for the Fund, the Adviser uses a value-oriented approach. The Adviser focuses on securities of companies that offer good value and good news. The Adviser generally seeks to invest in companies based on price-to-earnings, price-to-book and price-to-cash flow ratios that are lower than market averages. The Adviser generally sells securities when these valuation ratios rise above market averages. The Fund will not necessarily sell a security if the issuer no longer meets the market capitalization criteria stated above, so long as the security otherwise continues to meet investment criteria.


Disclosure

Shares of Armada Funds are:
NOT FDIC INSURED NO BANK GUARANTEE and MAY LOSE VALUE
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.



Legal Information & Copyright

Home | Library | Tools | News | Site Map | Search

Equity | Balanced Allocation | Fixed Income | Tax-Exempt | Money Market

Armada Funds Products