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AmericaFirst Monthly Risk-On Risk-Off A (ABRFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
14.51-0.14 (-0.96%)
At close: 08:00PM EDT

AmericaFirst Monthly Risk-On Risk-Off A

ROSEVILLE CA 95661

8150 SIERRA COLLEGE BOULEVARD

AmericaFirst Quantitative Funds

9167879940
Management Information
,Lead Manager since April 30, 2023
Mr. Lew is a portfolio manager of the Focused Small-Cap Value Portfolio. Mr. Lew is a Senior Vice President at SunAmerica and has over 20 years of experience in the investment industry, focusing the last ten years on the small-cap value category. Prior to joining SunAmerica, Mr. Lew was a portfolio manager at Citizens Advisers and a senior analyst at Strong Capital Management, and has held investment positions at William M. Mercer Investment Consulting, RogersCasey, and Equitable Capital Management. Mr. Lew received a Bachelor of Science from Columbia University School of Engineering and Applied Science and a Masters of Business Administration from New York University. He is also a member of the Boston Society of Security Analysts. Mr. Lew also holds the Chartered Financial Analyst designation.
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 Assets5.12M
YTD Return8.42%
Yield0.00%
Morningstar Rating★★
Inception DateFeb 25, 2010

Fund Operations

Last Dividend0.03
Last Cap Gain-235.00
Holdings Turnover326.36%
Average for CategoryN/A

Fees & Expenses

ExpenseABRFXCategory Average
Annual Report Expense Ratio (net)2.87%1.29%
Prospectus Net Expense Ratio2.87%N/A
Prospectus Gross Expense Ratio3.57%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.22%
Max Deferred Sales LoadN/A1.17%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A