First American Quantitative Lg Cp Val Y
First American Investment Funds Inc 800 Nicollet Mall Bc-mn-h04n Minneapolis, MN 5540
Phone: 800-677-3863
| Category: | Large Value | | Fund Family: | First American | | Net Assets: | 25.91M | | Year-to-Date Return: | -2.88% | | Yield: | 2.12% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Jul-07 |
|
Walter A. French
Lead Manager since
31-Jul-07 | | | French is a Senior Equity Portfolio Manager. He joined FAF advisors in 1999 and entered the financial services industry in 1974. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks a total return that exceeds the total return of the Russell 1000 Value Index. The fund invests, under normal market conditions, at least 80% of net assets plus the amount of any borrowings for investment purposes in common stocks of large-capitalization companies, although it is currently anticipated that the fund normally may invest at least 95% of its net assets in these stocks. The fund defines large-capitalization companies as companies that have market capitalizations at the time of purchase within the range of market capitalizations of companies in the Russell 1000 index. |
| Last Dividend
(29-Dec-09):
| 0.39 | | Last Cap Gain
(20-Dec-07):
| 0.25 | | Annual Holdings Turnover
| 59.00% | | Average for Category:
| 69.44% |
|
| Expense | FQVYX | Category
Avg | | Total Expense Ratio: | 0.45%
| 1.28% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.46% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$797 | $599 | | 5 Yr Expense Projection*: |
$1,570 | $934 | | 10 Yr Expense Projection*: |
$3,604 | $1,838 |
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|
0.20 (1.10%)
