U.S. Equity 130/30
| A | I | |
|---|---|---|
| CUSIP | 76628R433 | 76628R441 |
| Ticker | SUEAX | SUEIX |
| Share Class Inception | 12/18/2007 | 12/18/2007 |
| Exp Ratio | 3.92 | |
| NAV | 8.79 | 8.49 |
| POP | 8.49 | |
| NAV Change |  0.02 |  0.01 |
Performance inception and share class inception for this fund differs as performance inception includes the performance of other classes of the Fund and/or predecessors of the Fund.
Subadvisor
Fund Resources
- Fact Sheet (PDF | 434 KB)
- Commentary (PDF | 506 KB)
- Strategy Highlight (PDF | 136 KB)
- Prospectus (PDF | 920 KB)
- Annual Report (PDF | 1 MB)
- SAI (PDF | 822 KB)
- 130/30 Funds Kit
Portfolio Managers
Kevin Means, CFA
Partner, Chief Investment Officer and Portfolio Manager (Alpha Equity Management LLC)
Mr. Kevin Means, CFA, has served as Partner and Chief Investment Officer, Portfolio Manager Alpha Equity Management LLC since 2000....Read More
As Portfolio Manager, he has been primarily responsible for stock selection in the Real Estate 130/30 Fund since its inception. He has more than 21 years of investment experience.
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Neil Kochen, CFA
Partner and Chief Risk Officer (Alpha Equity Management LLC)
Neil Kochen is Partner and Chief Risk Officer, as well as Asset Allocation Strategist....Read More
Prior to joining the firm, he served as Chief Risk Officer and Chief Investment Officer-Equities with ING Aeltus Investment Management. He has more than 23 years of investment experience. Neil has a B.A. in Mathematics and Economics from the University of Rochester and an MBA from Columbia University. View Less
Vincent Fioramonti, CFA
Partner and Director of Trading and Operations
Portfolio Manager (Alpha Equity Management LLC)
Mr. Vincent Fioramonti, CFA, has served as Partner and Director of Trading and Operations, Portfolio Manager Alpha Equity Management LLC since 2002....Read More
As Senior International Portfolio Manager, he has been primarily responsible for stock selection in the International Equity 130/30 Fund since its inception. He has more than 20 years of investment experience.
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