Large Cap Core Equity FundACFIXShare Class

investment strategy / process

The Allegiant Large Cap Core Equity Fund seeks capital appreciation by investing in a diversified portfolio of large cap common stocks.  The Fund’s managers employ a philosophy combining disciplined portfolio construction with flexible security selection, blending both value and growth investment styles to create a focused portfolio.  Investing sector neutral to the S&P 500 Index, a large portion of the Fund is invested in companies with market capitalizations mirroring the index, thus offering investors broad equity market exposure.  A combination of fundamental, technical and sentiment factors are focused on when identifying appropriate investments for the Fund.  Consideration is also given to the quality of the management team, industry position, business model and historical growth rates.  The Fund also utilizes an active trading approach.

  1. Disciplined Portfolio Construction

2. Industry Identification & Analysis

3. Security Selection

4. Rigorous Ongoing Monitoring





*Sector weightings and top ten holdings are subject to change, for illustrative purposes only and are not a permanent reflection of the fund.
Asset Allocation (%)
EQUITY 99.50
CASH EQUIVALENTS & OTHER 0.50
Asset Allocation weightings may not total 100%
Sector Weightings (%)*
Information Technology 15.77
Financials 14.37
Energy 13.65
Healthcare 13.11
Consumer Staples 12.72
Industrials 10.82
Consumer Discretionary 8.15
Telecommunications 4.16
Utilities 3.95
Materials 3.30
Portfolio Management
Christopher H. Wiles, CFA
Managing Director, Large Core/Growth
Lawrence E. Eakin Jr.
Senior Portfolio Manager, Large Core/Growth
Michael J. Halloran, CFA
Senior Analyst, Large Core/Growth
Joseph D. Famoso
Senior Analyst, Large Core/Growth
Downloads
Fund Factsheet Prospectus