AFBA Five Star Large Cap I
Afba Investment Management Company 909 N. Washington Street
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Phone: 800-243-9865
| Category: | Large Growth | | Fund Family: | AFBA Five Star Fund | | Net Assets: | 22.49M | | Year-to-Date Return: | -19.36% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Jun-97 |
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David F. Marvin
Lead Manager since
16-Jul-07 | | | Marvin is chairman of Marvin & Palmer Associates, the company he cofounded in 1986. Previously, he spent 11 years as a vice president and portfolio manager with DuPont Corporation, and seven years as a portfolio manager with Investors Diversified Services. Marvin also served as a securities analyst with Chicago Title & Trust. Marvin holds the Chartered Financial Analyst designation and a member of the Financial Analysts Federation. |
| Min Initial Investment: | $250,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $250,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital growth. The fund normally invests at least 80% of assets in the common stocks of large capitalization companies excess $5 billion. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 253.00% | | Average for Category:
| 98.99% |
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| Expense | AFBEX | Category
Avg | | Total Expense Ratio: | 1.28%
| 1.36% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$510 | $623 | | 5 Yr Expense Projection*: |
$914 | $956 | | 10 Yr Expense Projection*: |
$2,043 | $1,887 |
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1.66% Nasdaq 
0.11 (0.85%) 
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