investment strategy / process

The Allegiant Large Cap Growth Fund seeks capital appreciation by investing in a diversified portfolio of growth-oriented large cap common stocks.  The Fund’s managers employ a philosophy combining disciplined portfolio construction with flexible security selection to create a focused portfolio.  Investing sector neutral to the Russell 1000 Growth Index, the Fund offers investors increased exposure to the growth areas of the equity market.  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 99.70
CASH EQUIVALENTS & OTHER 0.30
Asset Allocation weightings may not total 100%
Sector Weightings (%)*
Technology 21.73
Consumer Discretionary 19.97
Healthcare 15.03
Energy 13.66
Consumer Staples 11.25
Producer - Durables 5.91
Materials 2.67
Utilities 2.38
Information Technology 2.15
Finance 1.85
Autos and Transportation 1.79
Registered Investment Company 1.61
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