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    Biondo Focus Investor (BFONX)

    12.87 Down 0.20(1.53%) Apr 29
    Prev Close:13.07
    YTD Return*:-12.54%
    Net Assets*:21.24M
    Yield*:N/A

    * As of 31-Mar-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    FB11.59N/A
    Jpmorgan Chase ([Wts/Rts])11.38N/A
    ISRG10.85N/A
    MA10.47N/A
    CELG8.50N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:21.24M
    Category:Large Growth
    Annual Report Expense Ratio (net):2.36%

    Performance & Risk

    YTD Return:-12.54%
    5y Avg Return:1.12%
    Rank in Category (ytd):99
    % Rank in Category (ytd):5.68%
    Beta (3y):1.57
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks long-term capital appreciation. The fund invests primarily in a combination of long and short positions in (1) common stock of U.S. companies of any capitalization; (2) American depositary receipts ("ADRs") representing common stock of foreign companies; (3) investment grade fixed income securities; (4) exchange-traded funds and (5) options on common stock, ADRs and ETFs. It may also employ leverage including bank borrowing of up to 33% of the fund's assets (defined as net assets plus borrowing for investment purposes). The fund is non-diversified. View More
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