Cloud Capital Strategic Mid Cap I

The investment seeks to consistently deliver excess returns relative to the S&P Midcap 400® Index over three- to five-year time horizons.
The fund normally invests at least 80% of its assets in common stocks within a range of the market capitalizations of the issuers represented in the S&P Midcap 400® Index, which is a market-value weighted index consisting of 400 domestic stocks chosen for market size, liquidity, and industry group representation. It may invest in the securities of other investment companies, including exchange-traded funds ("ETFs"), that invest primarily in equity securities.

Key stats

Management firm  Cloud Capital
Domicile  United States
Fund Administrator  Huntington Asset Services, Inc.
Global Branding Name  Cloud Capital
Fund currency  USD
Launch Date  2011-06-29
Manager 1 Name  Randy Cloud
Manager 2 Name  Joshua Peters
Fund Strategy  Mid-Cap Blend
Benchmark  S&P MidCap 400 TR
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-03-31
Return - 1 Month  0.65%
Return - 2 Months  5.36 %
Return - 3 Months  2.77%
Return - 6 Months  10.92 %
Return - 9 months  18.31 %
Return - 12 Months  20.00%
Annualized return 24 months  16.88 %
Annualized return 36 months  0.00 %
Annualized return 48 months  0.00 %
Annualized return 60 months  0.00 %
Return 120 months  0.00 %
Annualized return since Inception  12.43%
Return YTD  2.77%

Charges

Initial  0.00 %
Minimum Investment  $1,000,000
Maximum Managment Charge  0.50 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  Could Capital
Contact Address 2  5314 South Yale, Suite 606
Contact Address 3  Tulsa, OK 74135
Contact city  Tulsa
Contact country  United States
Fund Admin Group  Cloud Capital
Custodian  FOLIOfn Investments, Inc.

Price

Last Price Date  2014-04-10
Pre-tax nav  16.60
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $-0.33
Price change (percentage)  -1.95 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

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