Large Cap Core Equity
| A | C | I | |
|---|---|---|---|
| CUSIP | 76628R763 | 76628R755 | 76628R771 |
| Ticker | CFVIX | CVIBX | CRVAX |
| Share Class Inception | 5/7/1993 | 4/5/1995 | 9/26/1992 |
| Exp Ratio | 1.15 | 1.90 | 0.90 |
| NAV | 12.18 | 11.81 | 12.06 |
| POP | 12.92 | 11.81 | 12.06 |
| NAV Change |  0.07 | 0.08 | 0.07 |
Subadvisor
Complementary Fund
Morningstar Ratings as of 5/31/10
I Shares received a 3-star rating for overall performance, 3 stars for 3-year performance among 1,820 funds, 3 stars for 5-year performance among 1,462 funds and 3 stars for 10-year performance among 772 funds.
Peer Group Categories
Morningstar: Large Blend
Lipper: Large-Cap Blend
Fund Resources
- Fact Sheet (PDF | 518 KB)
- Commentary (PDF | 437 KB)
- Strategy Highlight (PDF | 162 KB)
- Prospectus (PDF | 920 KB)
- Annual Report (PDF | 1 MB)
- Semi-annual Report (PDF | 705 KB)
- SAI (PDF | 822 KB)
- Large Cap Core Kit
Portfolio Managers
Jeffrey E. Markunas, CFA
Chief Investment Officer
Large Cap Core Equity Portfolio Manager
moc.srosivdakaonori@sanukram.ffej
Jeff is Chief Investment Officer for IronOak Advisors. He has over 24 years of investment experience. In addition to his responsibilities as CIO, Jeff is responsible for managing the Large Cap Core Equity strategy. He has been lead manager on the portfolio since its inception....Read More
Prior to joining IronOak, Jeff was a portfolio manager with Sovran Capital Management. Previous to that, he worked as a research analyst and then became a director of research at Sovran Bank. Jeff received a bachelor's degree in English, cum laude, from the College of the Holy Cross and an MS in Finance from Virginia Commonwealth University.
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