IronBridge Large Cap

The investment seeks capital appreciation.
The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its assets in equity securities of companies with large market capitalizations. For this purpose, the adviser defines a large capitalization company as any company with a market capitalization in excess of $5 billion, which definition is applied at the time of purchase. It may invest in American Depositary Receipts and/or Global Depositary Receipts.

Key stats

Management firm  IronBridge Funds, Inc.
Domicile  United States
Fund Administrator  US Bancorp Fund Services, LLC
Global Branding Name  IronBridge Funds
Fund currency  USD
Launch Date  2012-03-30
ISIN  US46301Q1013
Manager 1 Name  John O’Connor
Manager 2 Name  Charles Henness
Fund Strategy  Large Growth
Benchmark  Russell 1000 TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-11-30
Return - 1 Month  2.24%
Return - 2 Months  4.57 %
Return - 3 Months  3.08%
Return - 6 Months  6.69 %
Return - 9 months  8.98 %
Return - 12 Months  14.04%
Annualized return 24 months  19.87 %
Annualized return since Inception  15.27%
Return YTD  11.00%

Charges

Minimum Investment  $100,000
Maximum Managment Charge  0.65 %

Contact

Contact Address  IronBridge Funds, Inc.
Contact Address 2  One Parkview Plaza, Suite 700
Contact Address 3  Oakbrook Terrace, IL 60181
Contact city  Oakbrook Terrace
Contact country  United States
Fund Admin Group  IronBridge Funds, Inc.
Web Address  www.ironbridgefunds.net
Custodian  U.S. Bank N.A
Phone  630 684 8300

Price

Last Price Date  2014-12-22
Pre-tax nav  12.57
Price change  $0.06
Price change (percentage)  0.48 %

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