FBBYX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

First Foundation Total Return Y (FBBYX) Ownership - Who owns First Foundation Total Return Y?

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

FBBYX

Net Assets

85.4M

Fund Existence

over 31 years

Turnover

44.00

Total Expense Ratio

0.97

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Global Moderately Aggressive Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.97

Assets in Top Ten Holdings

53.6M

Average Credit Quality

Average Effective Duration

5.20

Average Effective Maturity

6.54

Fund of Funds

Fund Share Class Net Assets

50.5M

Fund Type

OpenEnd

Index Fund

Management Fee

0.50

Modified Duration

5.22

No Load Fund

Yes

Number of Long Holdings

73.00

Number of Net Holdings

75.00

Number of Short Holdings

2.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

51.80%

Gain YTD

2.619

Annual Yield % from dividends

5.07

Returns for 1 year

-2.75

Returns for 3 years

14.88

Returns for 5 years

52.52

Returns for 10 years

41.70

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details