INVESTMENT OBJECTIVE

Long-term growth of capital, met through exposure to large-cap stocks while mitigating volatility through a disciplined, risk-controlled, relative value investment process.

UNIQUE OPPORTUNITY

Large capitalization stocks that trade at a discount and where the Adviser believes there is above average future growth potential for earnings. Using an approach of quantitative modeling and fundamental research employed by Dana Investment Advisors in institutional products since 1999, the advisor selects securities for the portfolio to generate alpha over the long-term.

STRATEGIC FOCUS

The Large Cap Equity Fund holds a diversified portfolio of approximately 50 to 55 U.S. large cap stocks. Risk controls are implemented throughout the portfolio construction process, and we look to add value with disciplined fundamental stock selection. The Fund includes a blend of characteristics designed to perform well in up, down, growth, or value markets.