First Focus Growth Opportunities Inst
3435 Stelzer Road Suite 1000 Columbus OH 42319
Phone: 800-662-4203
| Category: | Mid-Cap Growth | | Fund Family: | First Focus | | Net Assets: | 60.69M | | Year-to-Date Return: | -3.13% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Apr-98 |
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David C. Jordan
Lead Manager since
01-Apr-98 | | | David serves as Senior Portfolio Manager of Tributary Capital Management. He is part of the team that manages the First Focus Balanced and Growth Opportunities Funds. He has been managing institutional and individual investment portfolios since 1982. Before joining Tributary Capital Management, David managed investments at the predecessors to Bank One Investment Advisors, Key Trust of the Northwest and Wells Fargo Denver. David holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of assets (defined as net assets plus borrowings for investment purposes) in common stocks and securities that can be converted into common stocks, such as convertible bonds, convertible preferred stocks, options and rights. It may also invest up to 35% of total assets in preferred stocks and warrants. Holdings are typically diversified across the major sectors. The fund may invest in securities issued by companies with large, medium, or small capitalizations. |
| Last Dividend
(29-Dec-08):
| 0.02 | | Last Cap Gain
(11-Dec-08):
| 1.39 | | Annual Holdings Turnover
| N/A | | Average for Category:
| 138.22% |
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| Expense | FOGRX | Category
Avg | | Total Expense Ratio: | 1.32%
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$453 | $651 | | 5 Yr Expense Projection*: |
$794 | $1,030 | | 10 Yr Expense Projection*: |
$1,756 | $2,053 |
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0.19 (1.88%)
