First Focus Income Instl
3435 Stelzer Road Suite 1000 Columbus OH 42319
Map
Phone: 800-662-4203
| Category: | Intermediate-Term Bond | | Fund Family: | First Focus | | Net Assets: | 53.69M | | Year-to-Date Return: | -0.86% | | Yield: | 4.69% | | Morningstar Rating: |  | | Fund Inception Date: | 09-Mar-01 |
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Mike Hansen
Lead Manager since
09-Mar-01 | | | Hansen, with nearly 18 years of industry experience, has been with First National Bank since 1997. His previous experience includes seven years with the Nebraska Investment Council. Hansen is a member of the CFA Institute and the CFA Society of Nebraska. Hansen holds the Chartered Financial Analyst designation. |
| 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 |
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| The investment seeks to maximize total returns. The fund normally invests at least 80% of assets in bonds, notes and debentures; dollar-denominated debt securities. It seeks to maintain a dollar-weighted average portfolio maturity of four years or more. The fund also seeks to maintain average portfolio duration comparable to the Lehman U.S. Aggregate Bond index. It may invest up to 20% of assets in fixed-income securities rated below investment-grade, but no lower than a B rating by an NRSRO. |
| Last Dividend
(29-Aug-08):
| 0.04 | | Last Cap Gain
(27-Aug-03):
| 0.05 | | Annual Holdings Turnover
| 81.00% | | Average for Category:
| 200.26% |
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| Expense | FOINX | Category
Avg | | Total Expense Ratio: | 0.71%
| 0.98% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.21% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$358 | $466 | | 5 Yr Expense Projection*: |
$658 | $718 | | 10 Yr Expense Projection*: |
$1,511 | $1,428 |
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