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AmericaFirst Income A (AFPAX)

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AmericaFirst Income A

AmericaFirst Quantitative Funds8150 SIERRA COLLEGE BOULEVARDROSEVILLE CA 95661
Management Information
Rick Gonsalves,Lead Manager since June 30, 2010
Rick Gonsalves is the co-founder and President of the Advisor. Mr. Gonsalves co-founded AmericaFirst Capital Management, LLC in January 2007. He currently serves as AmericaFirst Capital Management's President and Chief Executive Officer, positions he has held since AmericaFirst Capital Management's inception. From 2003 to 2008, he operated Renaissance Investment Services (a company that provided services to broker representatives), for which he acted as President and CEO after the business was incorporated in 2005. He was a registered broker representative of Brecek & Young Advisors, Inc. from January 2007 to December 2007, and WRP Investments, Inc. from September 2005 to December 2006.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryTactical Allocation
Fund FamilyAmericaFirst Funds
Net Assets14.14M
YTD Return5.70%
Morningstar Rating★★
Inception DateJun 30, 2010

Fund Operations

Last Dividend0.04
Last Cap Gain0.00
Holdings Turnover349.38%
Average for CategoryN/A

Fees & Expenses

ExpenseAFPAXCategory Average
Annual Report Expense Ratio (net)2.26%1.35%
Prospectus Net Expense Ratio2.43%N/A
Prospectus Gross Expense Ratio2.73%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load4.00%5.04%
Max Deferred Sales LoadN/A1.44%
3 Yr Expense Projection1,186N/A
5 Yr Expense Projection1,761N/A
10 Yr Expense Projection3,317N/A