FBR Pegasus Mid Cap
1001 19th St North Arlington VA 22209
Map
Phone: 888-888-0025
| Category: | Mid-Cap Blend | | Fund Family: | FBR Mutual Funds | | Net Assets: | 6.29M | | Year-to-Date Return: | 28.53% | | Yield: | 0.11% | | Morningstar Rating: | N/A | | Fund Inception Date: | 28-Feb-07 |
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Ryan Kelley
Lead Manager since
28-Feb-07 | | | Kelley has served as co-portfolio manager. Prior to joining the FBR Advisers, Inc. in 2005, he held various positions at FBR, including senior equity analyst in the research department since 2002 and associate in corporate finance for five years prior to 2002. Kelley holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund invests at least 80% of assets in securities of mid-cap companies with market capitalization of greater than $2 billion and less than $15 billion at the time of purchase. It may invest up to 20% of total assets in equity securities of companies with smaller of larger market capitalizations. The fund is nondiversified. |
| Last Dividend
(31-Dec-08):
| 0.01 | | Last Cap Gain
(16-Dec-08):
| 0.12 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 90.44% |
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| Expense | FBRMX | Category
Avg | | Total Expense Ratio: | %
| 1.38% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.26% | | Max Deferred Sales Load: | %
| 2.31% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $635 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $980 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,963 |
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