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Biondo Focus Investor (BFONX)

15.25 Down 0.31(1.99%) Jul 31

Profile as of Jun 29, 2014Get Profile for:
Biondo Focus Investor
450 Wireless Blvd.Hauppauge, NY  11788
Phone: 800-672-9152
Fund Overview 
Category:Large Growth
Fund Family:Biondo Investment Advisor
Net Assets:25.65M
Year-to-Date Return:11.28%
Morningstar Rating:1 stars
Fund Inception Date:Mar 17, 2010
Morningstar Style Box 
Large Growth
[View Category Definition]
View Top Large Growth Funds
About the Morningstar Style Box
Management Information 
Joseph R. Biondo, Sr.
Lead Manager since Mar 17, 2010
Joe Biondo, Sr., Founder and Senior Portfolio Manager - A graduate of the New York Institute of Finance, Joe began his extensive career in 1962 with Loeb Rhoades, Inc., a predecessor firm of Smith Barney. He began managing client portfolios on a discretionary basis in 1991 and became one of Smith Barney's top managers. In 2004, Joe formed Biondo Investment Advisors. He performs his own in-depth research and focuses his expertise on managing client portfolios.
Investment Information 
Min Initial Investment:1,000
Min Initial Investment, IRA:500
Min Initial Investment, AIP:1,000
Min Subsequent Investment:100
Min Subsequent Investment, IRA:100
Min Subsequent Investment, AIP:100
BFONX can be purchased from 15 brokerages.

Fund Summary 
The investment seeks long-term capital appreciation. The fund invests primarily in a combination of long and short positions in (1) common stock of U.S. companies of any capitalization; (2) American depositary receipts ("ADRs") representing common stock of foreign companies; (3) investment-grade fixed-income securities; (4) exchange-traded funds and (5) options on common stock, ADRs and ETFs. It may also employ leverage including bank borrowing of up to 33% of the fund's assets (defined as net assets plus borrowing for investment purposes). The fund is non-diversified.

Fund Operations 
Last Dividend : N/A
Last Cap Gain : N/A
Annual Holdings Turnover (Oct 5, 2010) : 81.00%
Average for Category:50.19%
Fees & Expenses 
ExpenseBFONXCategory Avg
Annual Report Expense Ratio (net):2.82%1.21%
Prospectus Net Expense Ratio:2.83%N/A
Prospectus Gross Expense Ratio:3.59%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:N/A5.45%
Max Deferred Sales Load: N/A2.30%
3 Yr Expense Projection*:1,100546
5 Yr Expense Projection*:1,859866
10 Yr Expense Projection*:3,8541,745
* Per $10,000 invested