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BRC Large Cap Focus Equity Fund

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BRCFX:US
NASDAQ GM
Pending Listing
BRCFX:US is pending Listing
USD
Fund Type
Open-End Fund
Fund Type
Open-End Fund
Objective
Blend Large Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on -)
-
Total Assets (m USD) (on 01/29/2016)
19.839
Inception Date
-
Last Dividend (on -)
-
Dividend Indicated Gross Yield
-
Fund Managers
SHARON L WARD / MARK F JAEGER
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.25%
Current Mgmt Fee
0.47%
Expense Ratio
-
Top Fund Holdings
Name Position Value % of Fund
Kroger Co/The 18.13 k 758.55 k 3.60
CMS Energy Corp 19.54 k 705.08 k 3.34
Home Depot Inc/The 5.26 k 695.64 k 3.30
Constellation Brands Inc 4.84 k 689.69 k 3.27
Expeditors International of Wa 14.88 k 670.95 k 3.18
Marathon Petroleum Corp 12.94 k 670.81 k 3.18
SunTrust Banks Inc 15.34 k 657.12 k 3.12
Intel Corp 18.88 k 650.48 k 3.08
Nasdaq Inc 11.07 k 643.94 k 3.05
Baxter International Inc 16.81 k 641.45 k 3.04
Profile
BRC Large Cap Focus Equity Fund is an open-end fund incorporated in the USA. The Fund's objective is 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 equity securities within a range of the market capitalizations of the issuers represented in the S&P 500® Index.
ADDRESS
BRC Investment Management LLC
8400 East Prentice Ave, Suite 1401
Greenwood Village, CO 80111
PHONE
-
WEBSITE
-