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Biondo Focus Investor (BFONX) Fund Ranking and Research

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

    Last Trade: $12.34 on 5/23/2016, Change: -0.04 (-0.32%)

 

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

Fund Manager Information

Fund Manager Tenure: 6.2 years
Fund Family: Biondo Investment Advisor
Fund Category: Large Growth
Fund Performance: Mar 30, 2016
Fundmojo Fund Grade: E (Score: 0.24)     (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 Mar 30, 2016

  • Biondo Focus Investor Fund (BFONX) management has been with Biondo Focus Investor Fund for 6.2 years

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 Mar 30, 2016

  • Biondo Focus Investor Fund (BFONX) has a less-than-ideal short-term performance (1-year return -21.89% vs -2.12% Large Growth category median performance)
  • Biondo Focus Investor Fund (BFONX) has a less-than-ideal mid-term performance (3-year return 8.44% vs 11.25% Large Growth category median performance)
  • Biondo Focus Investor Fund (BFONX) has a less-than-ideal Long-term performance (5-year return 1.12% vs 10.12% 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) has a Morningstar rating of 3 and below
  • 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 55.00% that is higher than the Large Growth average of 53.00%. 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) does not have a good risk adjusted return as its 3-year Alpha of -7.81 is worse than category average of -0.92, and its 3-year Sharpe ratio is 0.46
  • Biondo Focus Investor Fund (BFONX) is more volatile than its peers as it has a 3-year Standard Deviation of 23.01 that is higher than category average of 12.71
  • Biondo Focus Investor Fund (BFONX) has a higher expense ratio of 2.36% than its Large Growth average of 1.16%
  • Even though Biondo Focus Investor Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Biondo Focus Investor Fund (BFONX) performance details as of Mar 30, 2016

 

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-12.54-21.898.441.12
American Funds AMCAP R6 (RAFGX)0.53-0.8212.4111.73Compare
AB Core Opportunities Advisor (ADGYX)-0.991.4212.4612.13Compare
Sterling Capital Special Opps R (BOPRX)2.636.1914.1411.18Compare

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
iShares Russell Top 200 Growth (IWY)0.72%5.43%14.53%
iShares Russell Top 200 Growth (QQQ)-2.09%4.54%18.02%
SPDR S&P 500 Growth ETF (SPYG)0.73%3.64%13.86%
Vanguard S&P 500 Growth ETF (VOOG)0.56%3.39%13.86%
iShares S&P 500 Growth (IVW)0.45%3.31%13.76%

 

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
03/2016$21.24M
02/2016$20.70M
01/2016$21.64M
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
02/201619.06%80.94%0%0%
12/201517.68%82.32%0%0%
11/20152.02%97.98%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

Feb 28, 2016
Facebook, Inc. [11.59%]
Jpmorgan Chase ([Wts/Rts]) [11.38%]
Intuitive Surgical, Inc. [10.85%]
Mastercard Incorporated Common [10.47%]
Celgene Corporation [8.5%]
Gilead Sciences, Inc. [7.36%]
Apple Inc. [5.82%]
Pacira Pharmaceuticals, Inc. [5.7%]
Bk Amer ([Wts/Rts]) [5.57%]
Core Laboratories N.V. Common S [5.06%]

Dec 30, 2015
Jpmorgan Chase ([Wts/Rts]) [13.52%]
Celgene Corporation [11.78%]
Pacira Pharmaceuticals, Inc. [9.82%]
Mastercard Incorporated Common [9.58%]
Facebook, Inc. [9.27%]
Bk Amer ([Wts/Rts]) [5.6%]
Apple Inc. [5.59%]
Intuitive Surgical, Inc. [5.37%]
Illumina, Inc. [5.29%]
Core Laboratories N.V. Common S [4.28%]

Nov 29, 2015
Jpmorgan Chase ([Wts/Rts]) [13.09%]
Celgene Corporation [10.02%]
Gilead Sciences, Inc. [9.7%]
Mastercard Incorporated Common [8.96%]
Chimerix, Inc. [8.87%]
Facebook, Inc. [8.59%]
Pacira Pharmaceuticals, Inc. [7.7%]
Apple Inc. [7.58%]
Bk Amer ([Wts/Rts]) [6.86%]
Illumina, Inc. [6.73%]
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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