FBR Focus R
1001 19th St North Arlington, VA 22209
Map
Phone: 888-888-0025
| Category: | Mid-Cap Growth | | Fund Family: | FBR Mutual Funds | | Net Assets: | 170.00K | | Year-to-Date Return: | 21.56% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Jun-08 |
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Brian E. Macauley
Lead Manager since
22-Aug-09 | | | Macauley serves as co-portfolio manager of the Focus Fund. He joined FBR Fund Advisers in August 2009. Previously, Macauley served as a Research Analyst at Akre Capital Management, which he joined in January 2003. Prior Akre, he held investment analyst positions with Credit Suisse First Boston and Wachovia Securities. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation. The fund invests primarily in securities of companies traded in domestic markets. Investments consist primarily of common stocks, but may include preferred stocks, warrants, options, equity-like instruments and debt instruments. It is nondiversified. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(16-Dec-08):
| 5.19 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 130.04% |
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| Expense | FBRRX | Category
Avg | | Total Expense Ratio: | 1.81%
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 569 | $716 | | 5 Yr Expense Projection*: |
$ 1,415 | $1,049 | | 10 Yr Expense Projection*: |
$ 3,618 | $2,071 |
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