Nasdaq - Delayed Quote USD

AmericaFirst Income A (AFPAX)

4.3600 -0.0300 (-0.68%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
10
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
0.5
Min Subsequent Investment, AIP
1

Broker Availability

  • Mid Atlantic Capital Corp
  • Pershing FundCenter
  • Scottrade Load
  • Shareholders Services Group
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Ameriprise Brokerage
  • Ameriprise SPS Advantage
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Scottrade TF
  • Thrivent – Advisory Eligible
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • TD Ameritrade Institutional NTF
  • Securities America Inc.
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • LPL SWM - 01.24.2024
  • Pershing Retirement Plan Network
  • Ameriprise SPS Advisor
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Mid Atlantic Clearing and Settlement

Fund Summary

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 a rules-based model.

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family AmericaFirst Funds
Net Assets 18.9M
YTD Return 3.22%
Yield 9.85%
Morningstar Rating
Inception Date Jul 01, 2010

Performance & Risk

YTD Return 0.01%
5y Average Return 1.03%
Rank in Category (ytd) 99
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Related Tickers