Mid-Cap Core Equity
Fund Resources
- Fact Sheet (PDF | 279 KB)
- Commentary (PDF | 114 KB)
- Strategy Highlight (PDF | 133 KB)
- Prospectus (PDF | 865 KB)
- Annual Report (PDF | 2 MB)
- Semi-annual Report (PDF | 953 KB)
- SAI (PDF | 6 MB)
| Class | CUSIP | Ticker |
|---|---|---|
| A | 76628R631 | SCAIX |
| C | 76628R623 | SCMEX |
| I | 76628R649 | SAGTX |
Portfolio Managers
Charles B. Arrington, CFA
Large Cap and Mid-Cap Core Equity Portfolio Manager
moc.srosivdakaonori@notgnirra.kcuhc
Chuck is responsible for equity portfolio management at IronOak and serves as Co-Manager on the Mid-Cap Core Equity strategy. He has 24 years of investment experience. ...Read More
Prior to joining IronOak, Chuck served as senior investment manager with the Trust Company of Virginia and with Signet Bank. He earned his B.B.A. from Roanoke College.
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Scott Yuschak, CFA
Mid-Cap Core Equity Portfolio Manager
moc.srosivdakaonori@kahcsuy.ttocs
Scott is responsible for equity portfolio management at IronOak and serves as Co-Manager on the Mid-Cap Equity strategy. He has 11 years of investment experience....Read More
Prior to joining IronOak in January of 2005, Scott worked at Banc One Investment Advisors where he covered the Energy and Consumer Discretionary sectors for their mutual funds group. Prior to his work at Banc One, Scott worked with the Public Employees Retirement System of Ohio covering the Mid-Cap Energy and Health Care sectors. Scott earned his B.S.B.A. in Finance and Accounting and his MBA both from The Ohio State University.
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