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Advance Capital I Core Equity Inst (ADCNX)

12.69 Up 0.02(0.16%) 21 May

Prev Close:12.67
YTD Return*:10.43%
Net Assets*:12.26M
Yield*:0.63%

* As of 31-Mar-13

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for ADCNX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CVS2.2513.25
NOV2.162.27
COF2.15-7.25
MSFT2.127.98
USB2.077.03
» More Fund Holdings

Fund Basics

Morningstar Overall Rating:
Total Assets:12.26M
Category:Large Value
Total Expense Ratio:1.04%
Fund Profile | Holdings

Performance & Risk

YTD Return:10.43%
5y Avg Return:5.43%
Rank in Category (ytd):73
% Rank in Category (ytd):5.72%
Beta (3y):1.03
Morningstar Risk Rating:3
Performance Details | Risk Details

Fund Summary

The investment seeks long-term growth of capital. The fund strives to reach its investment objective under normal market and economic conditions by investing, under normal circumstances, at least 80% of net assets in the equity securities of a diversified group of large company stocks with a market capitalization of more than $4.5 billion at the time of purchase. These companies may be headquartered in the U.S. or in foreign countries. Generally, the fund will invest in 75 to 125 stocks at any given time. View More
Fund Profile
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