AFBA 5Star Mid Cap Value I
Afba 5star Funds909 N. Washington Street,Alexandria VA 22314
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Phone: 800-243-9865
| Category: | Mid-Cap Value | | Fund Family: | AFBA 5Star Fund | | Net Assets: | 13.82M | | Year-to-Date Return: | 0.21% | | Yield: | 0.75% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-2002 |
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F. James N. Hutchinson
Lead Manager since
16-Jul-2007 | | | Hutchinson is an Executive Vice President and Managing Director of Dreman Value Management, LLC. He is also the Co-Portfolio Manager of the DWS Dreman High Return Equity Fund and the DWS Dreman Concentrated Value Fund. Prior to joining the Advisor in August 2000, Hutchinson had over 30 years experience in finance and trust/investment management experience with The Bank of New York. He was elected president of The Bank of New York (Delaware) in 1987 and president of The Bank of New York â NJ in 1995. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital growth.
The fund normally invests at least 80% of net assets in domestic equity securities (common stocks, convertibles and warrants) issued by medium-sized or "mid-cap" companies. It considers a company to be a mid-cap company if it has a market capitalization between $700 million and $8 billion at the time of purchase. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 41.00% | | Average for Category:
| 102.04% |
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| Expense | AFMIX | Category
Avg | | Total Expense Ratio: | 1.28%
| 1.37% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | %
| 2.42% | | 3 Yr Expense Projection*: |
$ 656 | $65 | | 5 Yr Expense Projection*: |
$ 1,197 | $103 | | 10 Yr Expense Projection*: |
$ 2,678 | $205 |
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0.02 (0.20%) 
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