First Focus Income Instl
3435 Stelzer Road Suite 1000 Columbus OH 42319
Map
Phone: 800-662-4203
| Category: | Intermediate-Term Bond | | Fund Family: | First Focus | | Net Assets: | 58.05M | | Year-to-Date Return: | 1.68% | | Yield: | 4.68% | | Morningstar Rating: |  | | Fund Inception Date: | 09-Mar-01 |
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Travis Nordstrom
Lead Manager since
03-May-03 | | | Nordstrom is investment officer and portfolio manager with nearly 10 years of industry experience. He joined First National Bank in 2000 and was later promoted to Portfolio Manager. Prior to joining First National, Nordstrom worked at Commerzbank AG, in Frankfurt, Germany. Nordstrom is a member of the Association for Investment Management and Research and the CFA Society of Nebraska. Nordstrom holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to maximize total returns. The fund normally invests at least 80% of assets (defined as net assets plus borrowings for investment purposes) in bonds. It seeks to maintain a dollar-weighted average portfolio maturity of four years or more. The fund also seeks to maintain average portfolio duration comparable to the Barclays Capital U.S. Aggregate Index average duration. It may invest up to 20% of assets in fixed-income securities rated below investment-grade, but no lower than a B rating by an NRSRO. |
| Last Dividend
(29-Jan-10):
| 0.03 | | Last Cap Gain
(27-Aug-03):
| 0.05 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 231.70% |
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| Expense | FOINX | Category
Avg | | Total Expense Ratio: | 0.85%
| 0.95% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.18% | | Max Deferred Sales Load: | %
| 2.66% | | 3 Yr Expense Projection*: |
$ 375 | $454 | | 5 Yr Expense Projection*: |
$ 684 | $711 | | 10 Yr Expense Projection*: |
$ 1,560 | $1,437 |
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