Dana Investment Advisors, Inc. has renamed the Epiphany Large Cap Core Equity Fund it sub-advises as Dana Large Cap Core Fund.
The fund began trading on March 1, 2010 and has returned 26.22 percent as of December 31, 2010, according to the firm. As of February 28, 2011, the fund has returned 34.75 percent since inception outperforming the S&P 500 benchmark index return of 21.34 percent.
Dana will continue to sub-advise two mutual funds under the Epiphany name: Epiphany Focus and Epiphany Strategic Income. Dana will also continue to provide investment services to Epiphany FFV. Trinity Fiduciary Partners is the fund's management company.
Dana Investment Advisors Announces Rebranding of Mutual Fund
March 04, 2011 10:01 AM Eastern Time
BROOKFIELD, Wis.--(EON: Enhanced Online News)--Dana Investment Advisors, Inc. is pleased to announce the Epiphany Large Cap Core Equity fund it sub-advises is being renamed effective today the Dana Large Cap Core Fund (symbol EPCNX). The fund was opened March 1, 2010 and has returned 26.22% as of December 31, 2010. As of February 28, 2011, the fund has returned 34.75% since inception outperforming the S&P 500 benchmark index return of 21.34%.
The performance data quoted here represents past performance. Current performance may be lower or higher than the performance data quoted above. Investment return and principal value will fluctuate, so that shares, when redeemed, may be worth more or less than their original cost. Past performance is no guarantee of future results. The total annual fund operating expenses are 9.63%. The Adviser has contractually agreed to reduce its fees and/or absorb expenses of the fund, at least until February 28, 2013, to ensure that the net annual fund operating expenses will not exceed; 1.50% for Large Cap Core Fund Class N, 1.50% for Class A and 2.25% for Class C shares, subject to possible recoupment from the Fund in future years. Please review the Fund�fs prospectus for more detail on the expense waiver. Results shown reflect the waiver, without which the results could have been lower. A Fund's performance, especially for very short periods of time, should not be the sole factor in making your investment decisions. For performance information current to the most recent month-end, please call toll-free 800-320-2185.
�gWe are very proud of what we believe is excellent performance that we�fve generated the past year and we�fre excited about the opportunity to brand and grow the fund under our Dana name,�h commented Dana CEO Mark Mirsberger.
Dana will continue to sub-advise two mutual funds under the Epiphany name: Epiphany Focus (EPFNX) and Epiphany Strategic Income (EPINX). Dana will also continue to provide investment services to Epiphany FFV (EPVNX). These funds promote strong social, faith and family values. Investors can learn more about the funds at www.epiphanyfunds.com.
Dana Investment Advisors, Inc. is a 100% employee owned SEC registered investment advisor. The Company serves institutional and individual clients directly and through numerous financial intermediaries. Dana manages over $2.8 billion and specializes in relative value, risk controlled large and small cap equity strategies and customized high quality short and intermediate taxable and municipal bond strategies.
Mutual Funds involve risk, including possible loss of principal. The Funds may invest in REITs. Investing in REITs involves certain unique risks in addition to those risks associated with investing in the real estate industry in general. ETF�fs are subject to specific risks, depending on the nature of the underlying strategy of the fund. These risks could include liquidity risk, sector risk, as well as risks associated with fixed income securities, real estate investments, and commodities, to name a few. Stocks of mid-cap and small-cap companies are more risky than stocks of larger companies. The Adviser invests in equity securities only if they meet both the Fund�fs investment and moral requirements, and as such, the return may be lower than if the Adviser made decisions based solely on investment considerations.
Before investing you should carefully consider the investment objectives, risks, charges and expenses of the Epiphany Funds. This and other important information about the Fund is contained in the prospectus, which can be obtained by visiting www.epiphanyfunds.com or by calling 1�]800�]320�]2185. The prospectus should be read carefully before investing. The Epiphany funds are distributed by Northern Lights Distributors, LLC member FINRA. Dana Investment Advisors, Inc. is not affiliated with Northern Lights Distributors, LLC.
There is no guarantee that this or any investment strategy will succeed. The strategy is not an indicator of future performance and individual results may vary.
The S&P 500 Index is an unmanaged composite of 500 large capitalization companies. This index is widely used by professional investors as a performance benchmark for large-cap stocks. You cannot invest directly in an index.
Dana Investment Advisors, Inc.
Mark Mirsberger, 262-782-9420
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