ADVANCE CAPITAL I INC Overview

Advance Capital I Inc is an investment advisor that manages 1.8 BN dollars in regulatory AUM and has 53 employees, of which 25 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 49MM in positions, representing 3% of the manager's regulatory AUM.

ADVANCE CAPITAL I INC StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ADVANCE CAPITAL I INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XLNX 2.83% Tech 3.56% 0.05% 0 13%
SYY 2.69% Cons. Staples 13.26% 0.41% 0 13%
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FEATURED IN
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ADVANCE CAPITAL I INC Founders and Key Employees

Name Title In Position Since
John C. Shoemaker Director August-1986
Raymond A. Rathka Director August-1986
Robert J. Cappelli Director January-1987
Christopher M. Kostiz President October-2004
Julie A. Katynski Chief Financial Officer October-2004
Kathy J. Harkleroad Chief Compliance Officer October-2004
Joseph R. Theisen Vice President October-2010

ADVANCE CAPITAL I INC Brokers, Custodians, Auditors and Administrators

Type Company

ADVANCE CAPITAL I INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Advance Capital Management’s investment strategies are based on the systematic application of methods of dependable alpha generation in a disciplined, forward looking, risk managed structure.

Large Cap Equity
The Large Cap Equity strategy executed by Advance Capital Management invests in a broad range of equity securities of large sized companies with market capitalizations of at least $7.0 billion at the time of purchase. The security selection is comprised of the universe of large capitalization stocks.


2
Through a quantitative fundamental equity screening process, our equity strategy invests in approximately
40 to 70 securities. Securities are selected using a proprietary, multi-factor, valuation-based model. The portfolio levers the long-term alpha generation properties of size, value, quality, and momentum factors, while also exhibiting compelling appreciation potential. Stoc...
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ADVANCE CAPITAL I INC Portfolio Concentration

ADVANCE CAPITAL I INC Location

ONE TOWNE SQUARE
SUITE 444
SOUTHFIELD, Michigan
UNITED STATES, 48076

ADVANCE CAPITAL I INC Contact Information

Phone Number: 248-350-8543
Fax Number: 248-350-0115
Website:

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