FBR Technology
1001 19th St North Arlington, VA 22209
Map
Phone: 888-888-0025
| Category: | Technology | | Fund Family: | FBR Mutual Funds | | Net Assets: | 9.21M | | Year-to-Date Return: | 46.28% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Feb-02 |
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David Ellison
Lead Manager since
01-Feb-02 | | | Ellison is currently a portfolio manager with FBR Fund Advisers, Inc. Previously, he was a portfolio manager with Fidelity Investments. Ellison joined Fidelity in 1983 as an analyst following savings and loans, investment brokers, money managers, consumer finance, mortgage banking, electrical equipment, and shipping. Ellison is a member of the Boston Security Analysts Society. He has written articles for American Banker and Worth Magazine. |
| 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 long-term capital appreciation. The fund normally invests at least 80% of asset plus the amount of any borrowings for investment purposes in securities of companies that are principally engaged in the research, design, development, manufacturing or distributing products or services in the technology industry. It primarily invests in equity securities of companies listed on a U.S. securities exchange or NASDAQ that are expected to experience growth as a result of technology. The fund may invest to a limited degree in securities issued in initial public offerings. It is nondiversified. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(14-Dec-07):
| 1.23 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 176.50% |
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| Expense | FBRTX | Category
Avg | | Total Expense Ratio: | %
| 1.84% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $728 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,139 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,262 |
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0.83% Nasdaq 
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