AFBA 5Star Large Cap Growth Adv
Afba Investment Management Company 909 N. Washington Street,Alexandria VA 22314
Map
Phone: 800-243-9865
| Category: | Large Growth | | Fund Family: | AFBA Five Star Fund | | Net Assets: | 2.17M | | Year-to-Date Return: | -20.49% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Sep-01 |
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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: | $500 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital growth. The fund normally invests at least 80% of net assets in common stocks of companies based in the United States that receive greater than 40% of their revenues or pre-tax income from global sales and operations. |
| Last Dividend
(31-Dec-04):
| 0.03 | | Last Cap Gain
(19-Dec-07):
| 0.55 | | Annual Holdings Turnover
| 254.00% | | Average for Category:
| 98.32% |
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| Expense | AFUAX | Category
Avg | | Total Expense Ratio: | 1.53%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$565 | $622 | | 5 Yr Expense Projection*: |
$1,001 | $957 | | 10 Yr Expense Projection*: |
$2,212 | $1,889 |
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1.49% Nasdaq 
0.27%
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