Large Cap Core Equity

 ACI
CUSIP76628R76376628R75576628R771
TickerCFVIXCVIBXCRVAX
Share Class Inception5/7/19934/5/19959/26/1992
Exp Ratio1.151.900.90
NAV12.1811.8012.06
POP12.9211.8012.06
NAV Change 0.13 0.12 0.13
RSS Get daily prices and more for this Fund automatically

Subadvisor

IronOak Advisors

Complementary Fund

Morningstar Ratings as of 7/31/10

Large Cap Core Equity I Shares received a Morningstar rating.

I Shares received a 3-star rating for overall performance, 3 stars for 3-year performance among 1,792 funds, 3 stars for 5-year performance among 1,471 funds and 3 stars for 10-year performance among 760 funds.

Peer Group Categories

Morningstar: Large Blend
Lipper: Large-Cap Blend

Fund Resources

  1. Overview
  2. Performance
  3. Holdings
  4. Fund Managers

Large Cap Core Equity Strategy

The strategy seeks to provide long-term capital appreciation by investing in large cap stocks ($3 billion or more in market cap) that have attractive valuations relative to their sectors and improving fundamental characteristics.

What are the principles that have enabled the strategy to be successful?

Focus on opportunity — team looks for stocks with attractive valuation and favorable risk-reward characteristics.

Well-defined investment thesis — team identifies companies with solid fundamental characteristics unrecognized or disbelieved by the market and that have catalysts for improvement over a 12-18 month time horizon.

Team-based decision making — team members construct a diversified portfolio through continual discussion and debate of investment thesis on each stock. For each stock in the portfolio, new ideas, or sale candidates, team's fundamental research is focused on valuation and the investment thesis.

Click here for disclosures and more information on investment risks.

  1. Value Equity
  2. Core Equity
  3. Growth Equity
  4. International & Alternative Equity
  5. Fixed Income (Taxable)
  6. Fixed Income (Tax Free)
  7. Money Market & Ultra-Short Bonds
  8. Asset Allocation
RSS feeds

Value Equity

  1. Large Cap Value Equity
  2. Mid-Cap Value Equity
  3. Small Cap Value Equity

Core Equity

  1. Large Cap Core Equity
  2. Mid-Cap Core Equity

Growth Equity

  1. Aggressive Growth Stock
  2. Emerging Growth Stock
  3. Large Cap Growth Stock
  4. Select Large Cap Growth Stock
  5. Small Cap Growth Stock

International & Alternative Equity

  1. International Equity
  2. International Equity 130/30
  3. International Equity Index
  4. Large Cap Quantitative Equity
  5. Real Estate 130/30
  6. U.S. Equity 130/30

Fixed Income (Taxable)

  1. Corporate Bond
  2. High Income
  3. Intermediate Bond
  4. Investment Grade Bond
  5. Limited Duration
  6. Limited-Term Federal Mortgage Securities
  7. Seix Floating Rate High Income
  8. Seix Global Strategy
  9. Seix High Yield
  10. Short-Term Bond
  11. Short-Term U.S. Treasury Securities
  12. Total Return Bond
  13. U.S. Government Securities
  14. U.S. Government Securities Ultra-Short Bond
  15. Ultra-Short Bond

Fixed Income (Tax Free)

  1. Georgia Tax-Exempt Bond
  2. High Grade Municipal Bond
  3. Investment Grade Tax-Exempt Bond
  4. Maryland Municipal Bond
  5. North Carolina Tax-Exempt Bond
  6. Virginia Intermediate Municipal Bond

Asset Allocation

  1. Aggressive Growth Allocation Strategy
  2. Conservative Allocation Strategy
  3. Growth Allocation Strategy
  4. Moderate Allocation Strategy

Money Market

  1. Institutional Cash Management Money Market
  2. Institutional Municipal Cash Reserve Money Market
  3. Institutional U.S. Government Securities Money Market
  4. Institutional U.S. Treasury Securities Money Market
  5. Prime Quality Money Market
  6. Tax-Exempt Money Market
  7. U.S. Government Securities Money Market
  8. U.S. Treasury Money Market
  9. Virginia Tax-Free Money Market

Designed and created by DDM Marketing & Communications.