AFBA Five Star Small Cap I
Afba Investment Management Company 909 N. Washington Street,Alexandria VA 22314
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Phone: 800-243-9865
| Category: | Small Growth | | Fund Family: | AFBA Five Star Fund | | Net Assets: | 9.50M | | Year-to-Date Return: | -17.02% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Oct-01 |
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O. Thomas Barry III
Lead Manager since
16-Jul-07 | | | Barry is the Chief Investment Officer and Senior Executive Vice President of Bjurman. He serves as a Senior Portfolio Manager, Member of the Board of Directors, and a principal member of Bjurmans Investment Policy Committee. Prior to joining Bjurman in 1978, Barry was the Senior Investment Officer and Portfolio Manager at Security National Pacific Bank. Barry holds the Chartered Financial Analyst designation. |
| 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 invests at least 80% of assets in equity securities issued by small cap companies with market capitalization less than $2.5 billion. |
| Last Dividend
| N/A | | Last Cap Gain
(27-Jun-08):
| 0.00 | | Annual Holdings Turnover
| 148.00% | | Average for Category:
| 114.64% |
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| Expense | AFCIX | Category
Avg | | Total Expense Ratio: | 1.28%
| 1.60% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$478 | $686 | | 5 Yr Expense Projection*: |
$849 | $1,085 | | 10 Yr Expense Projection*: |
$1,893 | $2,158 |
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1.49% Nasdaq 
0.27%
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