AFCAX - AFBA 5Star Small Cap Adv

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AFBA 5Star Small Cap Adv

Afba 5star Funds909 N. Washington Street,Alexandria VA 22314
Management Information
Thomas Laming,Lead Manager since July 29, 2007
Laming is President, CIO and co-founder of TrendStar Advisors. Previously, he was Co-lead manager of Buffalo Small Cap, Mid Cap, Large Cap, USA Global and manager of Buffalo Science & Technology. He spent three years as a research analyst with Waddell & Reed. Prior to that he was a spacecraft designer with TRW and Martin Marietta.
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

CategorySmall Growth
Fund FamilyAFBA 5Star Fund
Net Assets21.09M
YTD Return1.51%
Morningstar Rating★★★
Inception DateOct 11, 2001

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover84.00%
Average for CategoryN/A

Fees & Expenses

ExpenseAFCAXCategory Average
Annual Report Expense Ratio (net)1.53%1.27%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales LoadN/A5.39%
Max Deferred Sales LoadN/A1.64%
3 Yr Expense Projection717N/A
5 Yr Expense Projection1,294N/A
10 Yr Expense Projection2,863N/A