FBBAX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

First Foundation Total Return A (FBBAX) Ownership - Who owns First Foundation Total Return A?

The investment seeks maximum total return (total return includes both income and capital appreciation)... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

FBBAX

Net Assets

81M

Fund Existence

about 32 years

Turnover

44.00

Total Expense Ratio

1.22

Front Load

5.75%

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Moderately Aggressive Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.22

Assets in Top Ten Holdings

53.6M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

32.6M

Fund Type

OpenEnd

Index Fund

Management Fee

0.50

Modified Duration

N/A

No Load Fund

Number of Long Holdings

83.00

Number of Net Holdings

84.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

49.60%

Gain YTD

-5.213

Annual Yield % from dividends

4.99

Returns for 1 year

-10.09

Returns for 3 years

-4.29

Returns for 5 years

54.72

Returns for 10 years

35.99

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details