America First Quantitative Strategies C
630-a Fitzwatertown Road 2nd Floor
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Phone: 877-217-8363
| Category: | Moderate Allocation | | Fund Family: | Catalyst Mutual Funds | | Net Assets: | 1.48M | | Year-to-Date Return: | 30.09% | | Yield: | 1.36% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Oct-07 |
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Rick Gonsalves
Lead Manager since
02-Oct-07 | | | Gonsalves is the co-founder and president of America First Capital Management, LLC since Jan 2007. He is also the CEO and president of Renaissance Investment Services, Inc. Gonsalves currently serves as the advisor's president and money manager, positions he has held since AFCM?s inception. He has 13 years of experience in the investment management industry in which he managed investment portfolios utilizing his heavily-researched quantitative investment strategies. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to achieve long-term capital appreciation and to achieve positive returns through all market cycles. The fund invests primarily, under normal circumstances, in other investment companies including: (1) unit investment trusts (affiliated and non-affiliated) ("UITs"); (2) open-end management investment company ("Mutual Funds"); (3) closed-end investment companies ("Closed-End Funds") and (4) exchange traded-funds ("ETFs") (collectively "Underlying Funds"). |
| Last Dividend
(30-Sep-09):
| 0.01 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 188.73% | | Average for Category:
| 81.32% |
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| Expense | AFISX | Category
Avg | | Total Expense Ratio: | 2.75%
| 1.02% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 1.00%
| 5.28% | | Max Deferred Sales Load: | 1.00%
| 2.73% | | 3 Yr Expense Projection*: |
$ 2,707 | $631 | | 5 Yr Expense Projection*: |
$ 4,705 | $951 | | 10 Yr Expense Projection*: |
$ 8,539 | $1,858 |
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0.34% Nasdaq 0.00%
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