Large Cap Core Equity
Fund Resources
- Fact Sheet (PDF | 279 KB)
- Commentary (PDF | 114 KB)
- Strategy Highlight (PDF | 134 KB)
- Prospectus (PDF | 865 KB)
- Annual Report (PDF | 2 MB)
- Semi-annual Report (PDF | 953 KB)
- SAI (PDF | 6 MB)
- Large Cap Core Kit
| Class | CUSIP | Ticker |
|---|---|---|
| A | 76628R763 | CFVIX |
| C | 76628R755 | CVIBX |
| I | 76628R771 | CRVAX |
Portfolio Managers
Jeffrey E. Markunas, CFA
Chief Investment Officer
Large Cap Core Equity Portfolio Manager
moc.srosivdakaonori@sanukram.ffej
Jeff is Chief Investment Officer for IronOak Advisors. He has over 23 years of investment experience. In addition to his responsibilities as CIO, Jeff is responsible for managing the Large Cap Core Equity strategy. He has been managing the portfolio since its inception....Read More
Prior to joining IronOak, Jeff was a portfolio manager with Sovran Capital Management. Previous to that, he worked as a research analyst and then became a director of research at Sovran Bank. Jeff received a bachelor's degree in English, cum laude, from the College of the Holy Cross and an MS in Finance from Virginia Commonwealth University.
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