First Focus Core Equity Instl
3435 Stelzer Road Suite 1000 Columbus OH 42319
Phone: 800-662-4203
| Category: | Large Value | | Fund Family: | First Focus | | Net Assets: | 82.91M | | Year-to-Date Return: | 4.26% | | Yield: | 1.44% | | Morningstar Rating: |  | | Fund Inception Date: | 14-Dec-92 |
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Randall D. Greer
Lead Manager since
01-Nov-06 | | | Greer joined First Investment Group in November of 2006 as Head of Equity Strategy. He has over 33 years of experience beginning his career with Kirkpatrick Pettis Smith Polian in 1975 holding titles there such as President and Director. Greer was Chairman, President, CEO and Director of KPM Management, Chief Investment Officer and Director of Westchester Capital Management and most recently a Senior Vice President at Bridges Investment Counsel. Greer holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of total assets in common stocks and securities that can be converted into common stocks, such as convertible bonds, convertible preferred stock, warrants, options and rights. It typically invests in domestic companies with market capitalizations over $5 billion. The fund may also invest up to 20% of total assets in preferred stocks, warrants and common stocks other than those described above. |
| Last Dividend
(27-May-09):
| 0.01 | | Last Cap Gain
(11-Dec-08):
| 0.11 | | Annual Holdings Turnover
| 31.00% | | Average for Category:
| 69.33% |
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| Expense | FOEQX | Category
Avg | | Total Expense Ratio: | 1.18%
| 1.29% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.45% | | Max Deferred Sales Load: | 0.00%
| 2.62% | | 3 Yr Expense Projection*: |
$431 | $635 | | 5 Yr Expense Projection*: |
$757 | $943 | | 10 Yr Expense Projection*: |
$1,678 | $1,836 |
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0.09 (1.25%)
