FBR Pegasus Mid Cap
1001 19th St North Arlington VA 22209
Map
Phone: 888-888-0025
| Category: | Mid-Cap Blend | | Fund Family: | FBR Mutual Funds | | Net Assets: | 4.91M | | Year-to-Date Return: | 0.00% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 28-Feb-07 |
|
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks capital appreciation. The fund invests at least 80% of assets in securities of mid-cap companies with market capitalization of greater than $2 billion and less than $15 billion at the time of purchase. It may invest up to 20% of total assets in equity securities of companies with smaller of larger market capitalizations. The fund is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
(14-Dec-07):
| 0.13 | | Annual Holdings Turnover
| 135.00% | | Average for Category:
| 91.05% |
|
| Expense | FBRMX | Category
Avg | | Total Expense Ratio: | 1.95%
| 1.35% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.32% | | Max Deferred Sales Load: | 0.00%
| 2.49% | | 3 Yr Expense Projection*: |
$420 | $621 | | 5 Yr Expense Projection*: |
$1,306 | $958 | | 10 Yr Expense Projection*: |
$3,625 | $1,896 |
|
|
1.47% Nasdaq 
Profile
