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Fund |
| Fund name: FBR Financial Services
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| Symbol: FBRFX
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Portfolio contains these types of investments:
Golden West Finl - Washington Mutual - Astoria Finl - Comerica - Charter One Finl - Bank of America - North Fork Bancorp - Washington Federal - FleetBoston Finl - First Union
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| Minimum Investment: $2,000
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| 1-Year Profit Projection: N/A
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Brief fund description:
FBR Financial Services Fund seeks capital appreciation. The fund normally invests at least 65% of assets in equities issued by companies providing financial services to consumers and industry. These companies may include, but are not limited to, commercial banks, savings and loan associations, brokerage companies, insurance companies, and real-estate and leasing companies. On Dec. 18, 1998, Class B and C shares merged into the A shares.
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Expenses
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| Annual expense ratio: 1.88
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| Tax Efficiency: N/A
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Load Type:
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| Load Percentage: N/A
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Performance
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| Performance 3 Months: 13.3
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| Performance Year to Date: 23.2
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| Performance 12 Months: 11.3
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| Performance 3 Years: 6.8
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| Performance 5 Years: N/A
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Additional Comments
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Fund Features:
N/A
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Fund Strategy:
N/A
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