Advance Capital I Core Equity Ret
One Towne Square Suite 444 Southfield MI 48076
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Phone: 800-345-4783
| Category: | Large Blend | | Fund Family: | Advance Capital I | | Net Assets: | 9.76M | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 02-Jan-08 |
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Edward Eberle
Lead Manager since
02-Jan-08 | | | Eberle, President of Seizert, jotin Seizert at its inception in December 2000 as a Senior Porfolio Manager. Prior to that, he is a portfolio manager with Munder Capital Management, his employer since 1995. Previously, he was an executive vice president and portfolio manager with Westpointe Financial Corporation. He also served as a member of the Board of Directors for Westpointe Capital Management and Dart Investors Bermuda Ltd. Eberle holds the Chartered Finacial Analyst designation. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in a diversified group of companies whose stocks or depositary receipts are listed for trading on the New York Stock Exchange or the Nasdaq Global Select Market or the Nasdaq Global Market and which have a market capitalization of more than $1 billion. It generally invests in between 45 and 65 companies at any given time. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 71.85% |
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| Expense | ADCEX | Category
Avg | | Total Expense Ratio: | %
| 1.11% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.14% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$350 | $572 | | 5 Yr Expense Projection*: |
$N/A | $876 | | 10 Yr Expense Projection*: |
$N/A | $2,504 |
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1.83% Nasdaq 0.00%
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