America First Income Strategies C
630-a Fitzwatertown Road 2nd Floor
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Phone: 877-217-8363
| Category: | Mid-Cap Value | | Fund Family: | America First Funds | | Net Assets: | 420.00K | | Year-to-Date Return: | -7.68% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Oct-07 |
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Rick Gonsalves
Lead Manager since
02-Oct-07 | | | Gonsalves is the co-founder and president of America First Capital Management, LLC since Jan 2007. He is also the CEO and president of Renaissance Investment Services, Inc. Gonsalves currently serves as the advisors president and money manager, positions he has held since AFCMs inception. He has 13 years of experience in the investment management industry in which he managed investment portfolios utilizing his heavily-researched quantitative investment strategies. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to achieve current income consistent with preservation of capital. The fund intends to achieve its investment objective by investing primarily, under normal circumstances, in preferred stocks. It may also invest in common stocks that pay high dividends and may invest up to 15% of assets in private mortgage funds. |
| Last Dividend
(28-Mar-08):
| 0.09 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 81.18% |
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| Expense | AFISX | Category
Avg | | Total Expense Ratio: | %
| 1.36% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.40% | | Max Deferred Sales Load: | 1.00%
| 2.51% | | 3 Yr Expense Projection*: |
$1,343 | $637 | | 5 Yr Expense Projection*: |
$N/A | $949 | | 10 Yr Expense Projection*: |
$N/A | $1,874 |
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