Cloud Capital Strategic Mid Cap Fund Class I (CCIMX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks to consistently deliver excess returns relative to the S&P Midcap 400  Index over three- to five-year time horizons. The fund normally invests at least 80% of its assets in common stocks within a range of the market capitalizations of the issuers represented in the S&P Midcap 400  Index, which is a market-value weighted index consisting of 400 domestic stocks chosen for market size, liquidity, and industry group representation. It may invest in the securities of other investment companies, including exchange-traded funds ("ETFs"), that invest primarily in equity securities.


1 month-1.18% 3 years--
3 months+0.72% 5 years--
1 year+22.14% Since inception+12.43%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return--+22.97%
Expense ratio1.92%1.23%
Risk 5 year sharpe ratio--1.28
Net assets$24.0M$2.0B
Average market cap$3.7B$7.3B
Average P/E20.519.8
Portfolio turnover86%86%

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Fund Management and Purchase Info

Fund familyCloud Capital
Fund manager & tenureRandy Cloud / 2 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock92.46%
Fixed income0.57%
International stock0.28%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
GMCR Keurig Green Mountain Inc1.11%
WWAV The Whitewave Foods Company0.93%
POST Post Holdings Inc0.90%
HSH Hillshire Brands Co0.76%
UVV Universal Corporation0.71%
PTEN Patterson-UTI Energy, Inc.0.71%
CRR Carbo Ceramics, Inc.0.71%
CHD Church & Dwight Company, Inc.0.70%
LANC Lancaster Colony Corporation0.68%
XEC Cimarex Energy Company0.68%

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