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    AmericaFirst Income Trends A (AFPAX)

    8.57 Up 0.04(0.47%) Apr 24
    Prev Close:8.53
    YTD Return*:2.40%
    Net Assets*:32.14M
    Yield*:7.47%

    * As of 31-Mar-15

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

    Headlines

    • No Headlines available for AFPAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    ELS3.166.70
    SUI3.1110.30
    OHI2.976.55
    SO2.92-8.07
    SFDPF.AX2.83-8.32

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:32.14M
    Category:Tactical Allocation
    Annual Report Expense Ratio (net):2.20%

    Performance & Risk

    YTD Return:2.40%
    5y Avg Return:N/A
    Rank in Category (ytd):35
    % Rank in Category (ytd):10.84%
    Beta (3y):0.74
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks a high rate of current income with less volatility than common stocks as measured by the standard deviation; it seeks total return as a secondary investment objective. The fund invests in a portfolio of high income securities that may include stocks, preferred stocks, master limited partnerships, convertible preferred stock, convertible bonds, real estate investment trusts, and bonds selected by applying quantitative modeling techniques that use numerous factors including dividend yield, price momentum, trading volume, bid/ask spread, and price as compared to simple and exponential moving averages. View More
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