EquiTrust High-Grade Bond B
5400 University Ave West Des Moines IA 50266-5997
Map
Phone: 800-289-9999
| Category: | Intermediate-Term Bond | | Fund Family: | Farm Bureau | | Net Assets: | 630.00K | | Year-to-Date Return: | 12.88% | | Yield: | 3.43% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Dec-87 |
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Robert Rummelhart
Lead Manager since
01-Dec-87 | | | Rummelhart is a fixed-income vice president with FBL Investment Advisory Services, his employer since 1987. Previously, he spent two years as an assistant treasurer with State Mutual Life of America, and three years as an associate senior fixed-income analyst with Principal Financial Group. Rummelhart 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 high current income. The fund invests primarily in high grade income bearing debt securities. It invests at least 80% of assets in high grade bonds and intends to maintain an intermediate (typically 2-7 years) average portfolio duration. The fund may also invest up to 25% of assets in debt securities of foreign issuers. |
| Last Dividend
(30-Nov-09):
| 0.03 | | Last Cap Gain
(30-Dec-08):
| 0.10 | | Annual Holdings Turnover
| 25.00% | | Average for Category:
| 226.70% |
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| Expense | FBHBX | Category
Avg | | Total Expense Ratio: | %
| 0.96% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.17% | | Max Deferred Sales Load: | 5.00%
| 2.65% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $460 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $712 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,435 |
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