EquiTrust Blue Chip A
5400 University Ave West Des Moines IA 50266-5997
Map
Phone: 800-289-9999
| Category: | Large Blend | | Fund Family: | Farm Bureau | | Net Assets: | 30.77M | | Year-to-Date Return: | -11.97% | | Yield: | 1.10% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Dec-05 |
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Douglas G. Higgins
Lead Manager since
01-Feb-08 | | | Higgins joined EquiTrust in 1998 and has served as a portfolio manager since 2000. He is the securities vice president of the firm. Higgins holds the Chartered Financial Analyst designation |
| Min Initial Investment: | $250 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks growth of capital and income. The fund invests at least 80% of net assets in common stocks of approximately 50 large, well-known companies that the advisor believes constitute a representative cross section of major industries. These "blue-chip" companies are generally identified by their substantial capitalization, established history of earnings, and superior management structure. The advisor anticipates that the fund purchases approximately equal dollar amounts of shares of each company. |
| Last Dividend
(28-Dec-07):
| 0.47 | | Last Cap Gain
(28-Dec-07):
| 1.52 | | Annual Holdings Turnover
| 1.00% | | Average for Category:
| 71.30% |
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| Expense | FBUAX | Category
Avg | | Total Expense Ratio: | 1.24%
| 1.11% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$946 | $577 | | 5 Yr Expense Projection*: |
$1,217 | $877 | | 10 Yr Expense Projection*: |
$1,989 | $1,739 |
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5.11% Nasdaq 
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