EquiTrust Value Growth B
5400 University Ave West Des Moines IA 50266-5997
Map
Phone: 800-289-9999
| Category: | Large Blend | | Fund Family: | Farm Bureau | | Net Assets: | 4.36M | | Year-to-Date Return: | 16.12% | | Yield: | 0.51% | | Morningstar Rating: |  | | Fund Inception Date: | 07-Jul-71 |
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Douglas G. Higgins
Lead Manager since
01-Feb-08 | | | Higgins joined EquiTrust in 1998 and has served as a portfolio manager since 2000. He is the securities vice president of the firm. Higgins holds the Chartered Financial Analyst designation |
| Min Initial Investment: | $250 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of companies that the Adviser believes have a potential to earn a high return on capital and/or are undervalued by the market. |
| Last Dividend
(30-Dec-08):
| 0.06 | | Last Cap Gain
(28-Dec-07):
| 0.25 | | Annual Holdings Turnover
| 29.00% | | Average for Category:
| 78.94% |
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| Expense | FABUX | Category
Avg | | Total Expense Ratio: | 1.78%
| 1.08% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | 5.00%
| 2.60% | | 3 Yr Expense Projection*: |
$ 960 | $776 | | 5 Yr Expense Projection*: |
$ 1,164 | $1,291 | | 10 Yr Expense Projection*: |
$ 2,095 | $2,371 |
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0.34% Nasdaq 0.00%
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