Capital Impact
Jul 2014 - Jun 2020
ERShares US Large Cap Strategy
Snapshot
Description
Firm Name:
Capital Impact
Product Name:
ERShares US Large Cap Strategy
Asset Class:
Equity
Geographic Focus: Investment Focus: Inception Date: Pref. Benchmark:
United States Long Only 07/31/2005
Russell 1000 Growth
Assets Under Management (Million) displayed in US Dollar (USD)
Total Firm:
$509.7 $151.4
Total Product:
$150
Total Product
$100
Q1 2019 Q2 2019 Q3 2019 Q4 2019 Q1 2020 Q2 2020
$143.2 $147.4 $129.5 $136.6 $123.2 $151.4
$50
$0
Q1 2019
Q2 2019
Q3 2019
Q4 2019
Q1 2020
Q2 2020
Contact Information
Marketing Contact Joel Shulman, Managing Director 175 Federal Street, 175 Federal Street Boston, Massachusetts 02110
Database Contact APX Stream, Other
175 Federal Street Suite 875 Boston, Massachusetts 02110
Vehicle Type: USA - PF - SEC-Registered 1940 Act Mutual Fund - ERShares US Large Cap Fund - Net of Fees. Displayed in US Dollar (USD). Data frequency: Monthly eVestment Alliance, LLC and its affiliated entities (collectively, “eVestment”) collect information directly from investment management firms and other sources believed to be reliable, however, eVestment does not guarantee or warrant the accuracy, timeliness, or completeness of the information provided and is not responsible for any errors or omissions. Performance results may be provided with additional disclosures available on eVestment’s systems and other important considerations such as fees that may be applicable. Not for general distribution and limited distribution may only be made pursuant to client’s agreement terms. * All categories not necessarily included, Totals may not equal 100%. Copyright 2012-2020 eVestment Alliance, LLC. All Rights Reserved.
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