Dana Epiphany Equity Fund Institutional Class Shares
ESGIX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
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Forward Dividend Yield
Price
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52-Week Low
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
Dana Investment
Manager/Tenure
(Years)
(Years)
Sean A. McLeod (6), Ann Roberts (6), Duane Roberts (6), 1 other
Website
Address
Dana Investment
Brookfield WI - 53005
Brookfield WI - 53005
Country
United States
Phone Number
262-782-3631
Investment Strategy
The investment seeks long-term growth of capital. The fund seeks to achieve its investment objective through investment in publicly traded equity securities using a disciplined, risk-controlled investment process. Under normal circumstances, it will invest at least 80% of its net assets in a diversified portfolio of equity securities. Under normal circumstances, at least 80% of the fund's net assets will be subject to the ESG screening process.