First American Large Cap Select B
800 Nicollet Mall Bc-mn-ho5f Minneapolis MN 55402
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Phone: 800-677-3863
| Category: | Large Blend | | Fund Family: | First American | | Net Assets: | 520.00K | | Year-to-Date Return: | -3.53% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Jan-03 |
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David A. Chalupnik
Lead Manager since
31-Jan-03 | | | Chalupnik, CFA, is a Senior Managing Director and the Head of Equities. Prior to joining FAF Advisors in 2002, he served as chief investment officer for Chicago-based Duff & Phelps Investment Management Co. He entered the financial services industry in 1984. Chalupnik holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $25 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks capital appreciation. This fund normally invests at least 80% of net assets in common stock of large-capitalization companies, defined as companies that have market capitalization within the range of market capitalization of companies constituting the S&P 500 index. It may also invest up to 25% of assets in foreign securities. |
| Last Dividend
(23-Mar-06):
| 0.01 | | Last Cap Gain
(20-Dec-07):
| 2.20 | | Annual Holdings Turnover
| 138.00% | | Average for Category:
| 69.24% |
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| Expense | FLPBX | Category
Avg | | Total Expense Ratio: | 1.94%
| 1.10% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.18% | | Max Deferred Sales Load: | 5.00%
| 2.64% | | 3 Yr Expense Projection*: |
$1,012 | $574 | | 5 Yr Expense Projection*: |
$1,252 | $874 | | 10 Yr Expense Projection*: |
$2,080 | $1,731 |
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0.65% Nasdaq 
0.27%
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