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    AFBA 5Star Small Cap Adv (AFCAX)

    0.00 0.00(0.00%) 1969-12-31T19:00:00GMT-05:00

    Profile as of Feb 27, 2010Get Profile for:
    AFBA 5Star Small Cap Adv
    Afba 5star Funds909 N. Washington Street,Alexandria VA 22314
    Phone: 800-243-9865
    Fund Overview 
    Category:Small Growth
    Fund Family:AFBA 5Star Fund
    Net Assets:21.09M
    Year-to-Date Return:1.51%
    Morningstar Rating:3 stars
    Fund Inception Date:Oct 12, 2001
    Morningstar Style Box 
    Small Growth
    [View Category Definition]
    View Top Small Growth Funds
    About the Morningstar Style Box
    Management Information 
    Jonathan Moody
    Lead Manager since Jul 30, 2007
    Moody is the Director of Research, Portfolio Manager, and a member of the London Co.’s Investment Committee. Prior to joining the London Co. in 2002, he founded Primary Research Group. He has over 17 years of investment experience. Moody started his career at Woodward and Associates in 1986, followed by Analyst/Portfolio Manager positions at Piedmont Capital and Crestar Asset Management (now Trusco) from 1997 to 1998. Mr. Moody also worked at BB&T Capital Markets from 1999 to 2001.
    Investment Information 
    Min Initial Investment:500
    Min Initial Investment, IRA:250
    Min Initial Investment, AIP:100
    Min Subsequent Investment:100
    Min Subsequent Investment, IRA:100
    Min Subsequent Investment, AIP:50
    AFCAX can be purchased from 60 brokerages.

    Fund Summary 
    The investment seeks long-term capital growth. The fund invests at least 80% of assets in equity securities issued by small cap companies with market capitalization less than $2.5 billion.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : 84.00%
    Average for Category:53.37%
    Fees & Expenses 
    ExpenseAFCAXCategory Avg
    Annual Report Expense Ratio (net):1.53%1.34%
    Prospectus Net Expense Ratio:N/AN/A
    Prospectus Gross Expense Ratio:N/AN/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:N/A5.49%
    Max Deferred Sales Load: N/A2.04%
    3 Yr Expense Projection*:717557
    5 Yr Expense Projection*:1,294906
    10 Yr Expense Projection*:2,8631,876
    * Per $10,000 invested