EquiTrust Managed B
5400 University Ave West Des Moines IA 50266-5997
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Phone: 800-289-9999
| Category: | Moderate Allocation | | Fund Family: | Farm Bureau | | Net Assets: | 3.04M | | Year-to-Date Return: | 10.97% | | Yield: | 1.20% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Dec-87 |
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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 the highest total investment return of income and capital appreciation. The fund follows a fully managed investment policy consisting of investment in the following three market sectors: 1) common stocks and other equity securities; 2) high-quality debt securities and preferred stocks; and 3) high-quality money-market instruments. There are no restrictions as to the proportion of one or another type of security that the fund may hold. It may also invest up to 25% of assets in equity securities of foreign issuers. |
| Last Dividend
(30-Sep-09):
| 0.03 | | Last Cap Gain
(28-Dec-07):
| 0.66 | | Annual Holdings Turnover
| 9.00% | | Average for Category:
| 74.74% |
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| Expense | FBMGX | Category
Avg | | Total Expense Ratio: | 1.96%
| 1.02% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | %
| 5.29% | | Max Deferred Sales Load: | 5.00%
| 2.72% | | 3 Yr Expense Projection*: |
$ 1,015 | $632 | | 5 Yr Expense Projection*: |
$ 1,257 | $951 | | 10 Yr Expense Projection*: |
$ 2,285 | $1,857 |
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2.03% Nasdaq 
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