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Biondo Focus Investor (BFONX) Fund Ranking and Research

Ranking, Research and Recommendation of Biondo Focus Investor (BFONX) Fund

    Last Trade: $16.80 on 2/28/2015, Change: -0.19 (-1.12%)

 

Graph of Biondo Focus Investor Fund (BFONX) ManagerFund Manager - Joseph R. Biondo, Sr.

Fund Manager Information

Fund Manager Tenure: 5.0 years
Fund Family: Biondo Investment Advisor
Fund Category: Large Growth
Fund Performance: Jan 30, 2015
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)
Joe Biondo, Sr., Founder and Senior Portfolio Manager - A graduate of the New York Institute of Finance, Joe began his extensive career in 1962 with Loeb Rhoades, Inc., a predecessor firm of Smith Barney. He began managing client portfolios on a discretionary basis in 1991 and became one of Smith Barney's top managers. In 2004, Joe formed Biondo Investment Advisors. He performs his own in-depth research and focuses his expertise on managing client portfolios.  Get more insights on Joseph R. Biondo, Sr.

 

Graph of Biondo Focus Investor Fund (BFONX) ProfileBiondo Focus Investor Fund (BFONX) Profile

Fund Profile and Description

Biondo Focus Investor Fund seeks long-term capital appreciation. Biondo Focus Investor Fund invests primarily in a combination of long and short positions in (1) common stock of U.S. companies of any capitalization; (2) American depositary receipts (“ADRs”) representing common stock of foreign companies; (3) investment-grade fixed-income securities; (4) exchange-traded funds and (5) options on common stock, ADRs and ETFs. It is non-diversified.

 

Biondo Focus Investor (BFONX) Fund Strength What we like about Biondo Focus Investor (BFONX) Fund

Data for Biondo Focus Investor Fund (BFONX) as of Jan 30, 2015

  • Biondo Focus Investor Fund (BFONX) management has been with Biondo Focus Investor Fund for 5.0 years
  • Biondo Focus Investor Fund (BFONX) has good mid-term performance (3-year return 18.38% vs 16.62% Large Growth category median performance)
  • Biondo Focus Investor Fund (BFONX) has a Morningstar rating of 4 and above

Biondo Focus Investor Fund (BFONX) Weakness What we are cautious about Biondo Focus Investor (BFONX) Fund

Data for Biondo Focus Investor Fund (BFONX) as of Jan 30, 2015

  • Biondo Focus Investor Fund (BFONX) has a less-than-ideal short-term performance (1-year return 9.04% vs 11.24% Large Growth category median performance)
  • Biondo Focus Investor Fund (BFONX) ratio of up-years vs down years can be improved
  • Biondo Focus Investor Fund (BFONX) is less safe compared to its Large Growth peers
  • Biondo Focus Investor Fund (BFONX) has an annual stock turnover rate of 81.00% that is higher than the Large Growth average of 57.83%. This could mean Biondo Focus Investor is more nimble, but also signal potential high tax impact and high trading fees
  • Biondo Focus Investor Fund (BFONX) is more volatile than its peers as it has a 3-year Standard Deviation of 21.87 that is higher than category average of 10.72
  • Biondo Focus Investor Fund (BFONX) has a higher expense ratio of 2.82% than its Large Growth average of 1.20%
  • Even though Biondo Focus Investor Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
  • Asset base in Biondo Focus Investor Fund (BFONX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Biondo Focus Investor Fund (BFONX) performance details as of Jan 30, 2015

 

What do you think?

 

Compare Biondo Focus Investor Fund (BFONX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Biondo Focus Investor-3.839.0418.380
American Funds AMCAP R6 (RAFGX)-1.5612.1518.3916.11Compare
AllianceBern Core Opportunities Advisor (ADGYX)-1.4114.8718.0616.71Compare
Fidelity Series All-Sector Equity F (FSFFX)-2.4112.8817.8315.43Compare

See top fund managers for Large Growth Category Funds

 

Compare Biondo Focus Investor Fund (BFONX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Interm-Tm Corp Bd Idx ETF (VCIT)3.02%8.70%5.42%
Vanguard Interm-Tm Govt Bd Idx ETF (VGIT)2.49%5.37%1.94%
RBS NASDAQ 100 Trendpilot ETN (TNDQ)-2.86%5.10%11.63%
Vanguard Russell 2000 Growth Index ETF (VTWG)-2.91%5.10%16.26%
Vanguard Mortgage-Backed Sec Idx ETF (VMBS)0.89%5.04%2.42%

 

Graph of Biondo Focus Investor Fund (BFONX) Net Asset TrackingBiondo Focus Investor (BFONX) Fund Net Asset

Track net asset change of Biondo Focus Investor fund (BFONX)

DateNet Asset
01/2015$30.14M
12/2014$32.64M
11/2014$35.63M
More historic net asset information on Biondo Focus Investor Fund (BFONX)

  

Graph of Biondo Focus Investor Fund (BFONX) Portfolio TrackingBiondo Focus Investor (BFONX) Fund Portfolio Allocation

Track portfolio allocation change of Biondo Focus Investor fund (BFONX)

DateCashStockBondOther
12/20149.36%90.64%0%0%
10/20149.18%90.82%0%0%
09/20148.76%91.24%0%0%
Click here to see more historic asset allocation information on Biondo Focus Investor Fund (BFONX)

 

graph of Biondo Focus Investor Fund (BFONX) Top 10 Position TrackingTop 10 Holdings in Biondo Focus Investor (BFONX) Fund

Discover what Biondo Focus Investor Fund (BFONX) manager is buying

Dec 30, 2014
Pacira Pharmaceuticals, Inc. [10.86%]
Jpmorgan Chase ([Wts/Rts]) [10.83%]
Illumina, Inc. [9.05%]
Celgene Corporation [8.57%]
Gilead Sciences, Inc. [7.22%]
Chimerix, Inc. [5.36%]
Intuitive Surgical, Inc. [5.27%]
Ford Motor Company Common Stock [5.22%]
Apple Inc. [5.07%]
Mastercard Incorporated Common [4.75%]

Oct 30, 2014
Pacira Pharmaceuticals, Inc. [10.12%]
Gilead Sciences, Inc. [9.46%]
Jpmorgan Chase ([Wts/Rts]) [9.17%]
Illumina, Inc. [8.4%]
United Rentals, Inc. Common Sto [7.5%]
Celgene Corporation [7.3%]
Apple Inc. [5.89%]
Mastercard Incorporated Common [5.71%]
Intuitive Surgical, Inc. [4.73%]
Ford Motor Company Common Stock [4.61%]

Sep 29, 2014
Pacira Pharmaceuticals, Inc. [11.59%]
Jpmorgan Chase ([Wts/Rts]) [10.22%]
Gilead Sciences, Inc. [9.86%]
United Rentals, Inc. Common Sto [8.3%]
Illumina, Inc. [7.84%]
Celgene Corporation [6.37%]
Mastercard Incorporated Common [5.52%]
Ford Motor Company Common Stock [5.3%]
Apple Inc. [5.27%]
Intuitive Surgical, Inc. [4.49%]
Click here for Stock Holding Change Map in Biondo Focus Investor Fund (BFONX)

  

Latest News on Biondo Focus Investor (BFONX) Fund

See what is happening with Biondo Focus Investor Fund (BFONX)

 

Biondo Focus Investor Fund (BFONX) Related ResourcesSee more information on Biondo Focus Investor (BFONX) Fund

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