BRC Large Cap Focus Equity Inst

The investment seeks to achieve long-term capital appreciation that will exceed the S&P 500® Index over a three- to five-year time horizon.
The fund normally invests at least 80% of its assets in U.S. common stocks of large capitalization issuers that are within a range of the market capitalizations of the issuers represented in the S&P 500® Index, which is a market capitalization-weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performance. It is non-diversified.

Key stats

Management firm  Brc Investment Management, LLC
Domicile  United States
Fund Administrator  Huntington Asset Services, Inc.
Global Branding Name  BRC Investment Management
Fund currency  USD
Launch Date  2012-12-21
ISIN  US92046L7340
Manager 1 Name  Sharon Ward
Manager 2 Name  Mark Jaeger
Fund Strategy  Large Blend
Benchmark  S&P 500 TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-06-30
Return - 1 Month  2.59%
Return - 2 Months  5.47 %
Return - 3 Months  5.23%
Return - 6 Months  9.17 %
Return - 9 months  20.26 %
Return - 12 Months  28.89%
Annualized return 24 months  0.00 %
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  26.73%
Return YTD  9.17%

Charges

Initial  0.00 %
Minimum Investment  $100,000
Maximum Managment Charge  0.47 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact name  David DuRie
Contact Address  8400 East Prentice Avenue
Contact Address 2  Suite 1401
Contact city  Greenwood Village
Contact country  United States
Fund Admin Group  Brc Investment Management, LLC
Web Address  www.brcinvest.com
Email contact  ddurie@brcinvest.com
Custodian  Huntington National Bank
Phone  303-414-1100

Price

Last Price Date  2014-07-28
Pre-tax nav  14.51
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  $0.03
Price change (percentage)  0.21 %
Guaranteed NAV  0.00000
Close Price  0.00

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Ratings Disclaimer

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