First Focus Small Company Instl
First Focus Funds Inc3435 Stelzer Road, Suite 1000Columbus, OH 42319
Map
Phone: 800-662-4203
| Category: | Small Blend | | Fund Family: | First Focus | | Net Assets: | 59.08M | | Year-to-Date Return: | 1.70% | | Yield: | 0.45% | | Morningstar Rating: |  | | Fund Inception Date: | 10-Jun-1996 |
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Michael L. D. Johnson
Lead Manager since
28-May-2008 | | | Johnson has over 16 years of industry experience and joined First National Bank in March 2005 as a member of the Equity team. Prior to joining First National, he worked for Principal Global Investors in Des Moines, Iowa as an equity analyst and portfolio manager. Johnson is member of the CFA Institute and the CFA Society of Nebraska.
ãJohnson holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation.
The fund normally invests at least 80% of assets in common stocks and convertible securities of companies with small market capitalization (less than $4 billion). It expects most of these companies will have a market cap of $100 million to $3 billion. The fund typically diversifies across major industries, holding 50 to 80 companies at a time. Turnover is expected to be low, around 30% under normal market conditions. |
| Last Dividend
(26-Jan-10):
| 0.01 | | Last Cap Gain
(11-Dec-08):
| 0.29 | | Annual Holdings Turnover
(18-Mar-10):
| 32.00% | | Average for Category:
| 97.63% |
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| Expense | FOSCX | Category
Avg | | Total Expense Ratio: | 1.43%
| 1.53% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.36% | | Max Deferred Sales Load: | %
| 2.40% | | 3 Yr Expense Projection*: |
$ 496 | $64 | | 5 Yr Expense Projection*: |
$ 867 | $102 | | 10 Yr Expense Projection*: |
$ 1,909 | $203 |
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