AmericaFirst Defensive Growth U
Catalyst Funds(America First)630-a Fitzwatertown Road 2nd Floor
Map
Phone: 877-217-8363
| Category: | Long/Short Equity | | Fund Family: | AmericaFirst Funds | | Net Assets: | 16.71M | | Year-to-Date Return: | 9.29% | | Yield: | 0.50% | | Morningstar Rating: | N/A | | Fund Inception Date: | May 22, 2011 |
|
Rick Gonsalves
Lead Manager since May 22, 2011 | | | Rick Gonsalves is the co-founder and President of the Advisor. Mr. Gonsalves co-founded the Advisor in January 2007. He currently serves as the Advisor's President and Chief Executive Officer, positions he has held since the Advisor's inception. From 2003 to 2008, he operated Renaissance Investment Services (a company that provided services to broker representatives), for which he acted as President and CEO after the business was incorporated in 2005. He was a registered broker representative of Brecek & Young Advisors, Inc. from January 2007 to December 2007, and WRP Investments, Inc. from September 2005 to December 2006. |
| 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 |
|
| |
| The investment seeks to achieve capital appreciation through all market cycles.
The fund seeks to achieve its investment objective by investing, under normal circumstances, approximately 80% or more of its net assets in a portfolio of defensive, non-cyclical equity securities of foreign and domestic companies selected by applying a quantitative strategy. It will overweight portfolio investments primarily in securities in the consumer staples and healthcare sectors which represent numerous industries. The fund is non-diversified. |
| Last Dividend
(Jun 29, 2011)
:
| 0.06 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 19, 2013)
:
| 492.70% | | Average for Category: | 396.78% |
|
| Expense | DGQUX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 3.85% | 1.97% | | Prospectus Net Expense Ratio: | 2.95% | N/A | | Prospectus Gross Expense Ratio: | 4.47% | N/A | | Max 12b1 Fee: | 1.00% | N/A | | Max Front End Sales Load: | 2.50% | 5.33% | | Max Deferred Sales Load:
| N/A | 1.24% | | 3 Yr Expense Projection*: | 1,456 | 969 | | 5 Yr Expense Projection*: | 2,358 | 1,554 | | 10 Yr Expense Projection*: | 4,653 | 3,158 |
|
|
0.03(0.26%) May 24