About DLCIX
Dana Large Cap Equity Fund Institutional Class is a U.S. mutual fund that seeks long-term capital growth by investing primarily in large-cap stocks. Managed by Dana Investment Advisors, the fund employs a disciplined, risk-controlled investment process that blends quantitative modeling with fundamental research to identify companies trading at attractive valuations with strong growth potential. Its portfolio typically holds around 50 to 55 large-cap U.S. equities, providing a diversified exposure across major economic sectors, with an emphasis on technology, consumer, healthcare, and financial industries. Notable portfolio positions include leading companies such as Apple, Microsoft, NVIDIA, Amazon, and Alphabet. The fund’s investment style is classified as "large blend," meaning it does not favor either growth or value characteristics, but instead seeks balanced exposure to both. It is designed to serve as a core holding within institutional portfolios, aiming to outperform broad market benchmarks such as the S&P 500 while maintaining lower volatility through robust risk management practices. The strategy underscores consistent stock selection and disciplined risk controls to add value over the long term.
Fund Family Dana Investment
Category Large Blend
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol DLCIX
Share Class Institutional Class Shares
Index S&P 500 TR
DLCIX had a total return of 14.49% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.66%.
