First Focus International Equity Instl 3435 Stelzer Road Suite 1000 Columbus OH 42319 Map
Phone: 800-662-4203
| Category: | Foreign Large Blend | | Fund Family: | First Focus | | Net Assets: | 87.43M | | Year-to-Date Return: | -17.72% | | Yield: | 1.10% | | Morningstar Rating: |  | | Fund Inception Date: | 30-May-02 |
|
Geoffrey Randells
Lead Manager since
31-Jan-05 | | | Randells has been in the investment services industry since 1987 and joined KBCAM in 2005. His previous experience includes Director of Asia Pacific Equities at CIN Management, London and Executive Director Head of Asia Pacific and Japanese Equities at NPI Asset Management, London. He has spent the last number of years as Head of Global Equities at Philips, Hager & North at Vancouver, Canada. Randells is a fellow of the UK Institute of Actuaries. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks long-term capital appreciation. The fund invests at least 80% of assets in common stocks and securities that can be converted into common stocks, such as convertible bonds, convertible preferred stock, warrants, options and rights. It invests primarily in common stocks and other equity securities of non-U.S. and non-Canadian issuers with market capitalizations over $300 million. The fund may invest in equity securities that are listed on exchanges or traded over-the-counter. It seeks to achieve investment objective through the construction of a core portfolio of between 80 to 130 stocks. |
| Last Dividend
(27-Dec-07):
| 0.15 | | Last Cap Gain
(13-Dec-07):
| 1.51 | | Annual Holdings Turnover
| 68.00% | | Average for Category:
| 77.54% |
|
| Expense | FFITX | Category Avg | | Total Expense Ratio: | 1.41%
| 1.43% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$545 | $657 | | 5 Yr Expense Projection*: |
$957 | $1,000 | | 10 Yr Expense Projection*: |
$2,106 | $1,970 |
|
|