Nasdaq - Delayed Quote USD

Biondo Focus Investor (BFONX)

20.00 -0.13 (-0.65%)
At close: 8:00 PM EDT

Fund Summary

The fund invests primarily in a combination of long and short positions in (1) common stock of U.S. companies of any capitalization; (2) American depositary receipts ("ADRs") representing common stock of foreign companies; (3) investment grade fixed income securities; (4) exchange-traded funds and (5) options on common stock, ADRs and ETFs. It may also employ leverage including bank borrowing of up to 33% of the fund's assets (defined as net assets plus borrowing for investment purposes). The fund is non-diversified.

Biondo Focus Investor

Hauppauge, NY 11788
450 Wireless Blvd

Fund Overview

Category Large Growth
Fund Family Biondo Investment Advisor
Net Assets 55.09M
YTD Return 14.96%
Yield 0.00%
Morningstar Rating
Inception Date Mar 17, 2010

Fund Operations

Last Dividend --
Last Cap Gain 56.00
Holdings Turnover 8.00%
Average for Category --

Fees & Expenses

Expense BFONX Category Average
Annual Report Expense Ratio (net) 1.50% 0.99%
Prospectus Net Expense Ratio 1.50% --
Prospectus Gross Expense Ratio 1.74% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Scott A. Goginsky, Lead Manager since December 31, 2018
Scott Goginsky, CFA, is Research Analyst & Portfolio Manager at Biondo Investment Advisors. He began his career at Metropolitan Life in 1996. In 1997 he became a securities analyst at ING Investment Management. In 2000, he joined Wachovia Securities as a sell-side research analyst, covering the consumer sector. Most recently, he was an analyst and portfolio manager at Schwartz Investment Counsel. In 2010 he joined Biondo Investment Advisors where he is responsible for equity research and portfolio management at the firm. Scott graduated from the University of Kansas with Bachelors degrees in Economics and Business Administration. He has an MBA from Oakland University and is a Chartered Financial Analyst (CFA). He is a member of the CFA Institute.

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.

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