First Focus Large Cap Growth Instl
3435 Stelzer Road Suite 1000 Columbus OH 42319
Phone: 800-662-4203
| Category: | Large Growth | | Fund Family: | First Focus | | Net Assets: | 71.27M | | Year-to-Date Return: | 32.13% | | Yield: | 0.53% | | Morningstar Rating: | N/A | | Fund Inception Date: | 02-Jul-07 |
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Dana Feick
Lead Manager since
02-Jul-07 | | | Feick, Research Analyst, has over 21 years of experience in the financial services industry. As a member of the Investment Team, he is responsible for securities analysis across all industry sectors and for portfolio management of the Eco Leaders Portfolio. Feick joined the Riverbridge Partners team in January 1992. He began his investment career at IDS Financial Corporation, now Ameriprise Financial Services, Inc. Feick 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 normally invests at least 80% of assets in the common stock of companies with market capitalizations of at least $5 billion. The fund may invest up to 20% of assets in equity securities of foreign issuers. |
| Last Dividend
(26-Aug-09):
| 0.01 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 18.00% | | Average for Category:
| 112.30% |
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| Expense | FOLCX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$N/A | $670 | | 5 Yr Expense Projection*: |
$N/A | $1,047 | | 10 Yr Expense Projection*: |
$N/A | $2,062 |
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0.11 (1.37%)
