FBR Pegasus I
1001 19th St North Arlington VA 22209
Map
Phone: 888-888-0025
| Category: | Large Blend | | Fund Family: | FBR Mutual Funds | | Net Assets: | 100.00K | | Year-to-Date Return: | 24.19% | | Yield: | 0.75% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Jun-08 |
|
Robert Barringer
Lead Manager since
15-Nov-05 | | | Barringer is a portfolio manager of the company. He held positions as either an analyst or a co-portfolio manager with Citizens Funds from February 2001 to July 2004. Barringer holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
|
| |
| The investment seeks capital appreciation. The fund invests primarily in common stocks. It may also purchase preferred stocks, warrants and convertible bonds. The fund invests primarily in domestic U.S. securities. It may also invest in foreign securities, including indirect investments such as ADRs or other types of depositary receipts. The fund is nondiversified. |
| Last Dividend
(31-Dec-08):
| 0.06 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 78.94% |
|
| Expense | FBPIX | Category
Avg | | Total Expense Ratio: | 1.02%
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 325 | $776 | | 5 Yr Expense Projection*: |
$ 1,259 | $1,291 | | 10 Yr Expense Projection*: |
$ 3,668 | $2,371 |
|
|
1.23% Nasdaq 
Profile
