Members Mutual Funds
 

Large Cap Growth Fund

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Fund Objective: The Large Cap Growth Fund seeks long-term capital appreciation.
 
Investment Strategies: The Large Cap Growth Fund invests primarily in common stocks and will maintain at least 80% of its assets in large cap stocks. The fund seeks stocks that have low market prices relative to their perceived growth capabilities as estimated based on fundamental analysis of the issuing companies and their prospects. This is sometimes referred to as a "growth" approach. The fund will diversify its holdings among various industries and among companies within those industries. 
 
Fund Updates
Shareholder Newsletter(288 KB)
Style
Portfolio Management
Managers

 

Bruce A. Ebel, CFA
Dave Halford, CPA, CFA
 
   

Bruce Ebel and Dave Halford are the co-portfolio managers of the fund.  They are supported by a team of sector specialists and analysts.


Key Highlights (as of Friday September 03, 2010)
  Class A  Class B  Class Y
Daily Price 13.77 12.69 13.86
Ticker Symbol MCAAX MCPBX  MYLGX
Inception Date 12/29/1997 12/29/1997  6/30/2006


Quarterly Performance Fund Fact Sheet (pdf) 
Prospectus and Financial Reports

Links to other MEMBERS Funds information:
Daily Price Summary
Performance Summary
Account Applications and Forms
Tax Information

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Portfolio Highlights (as of June 30, 2010)
Top Ten Portfolio Holdings (as of June 30, 2010):  
Johnson & Johnson 5.9%
Google, Inc., Class A 5.5%
Axis Capital Holdings, Ltd. 5.0%
Apple, Inc. 4.9%
Cisco Systems, Inc. 4.7%
Visa, Inc., Class A 3.8%
Wal-Mart Stores, Inc. 3.5%
Microsoft Corp. 3.5%
PepsiCo, Inc./NC 3.1%
QUALCOMM, Inc. 3.0%
   
   
% of Fund in Top Ten Securities 42.9%
Turnover

84.07%

Net Assets $138.6 million

 

 

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MEMBERS® Mutual Funds are not deposits in, or obligations of, and are not guaranteed by, any financial institution and are not federally insured.




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