Mutual Fund Insights: FBR Pegasus Fund (FBRPX)

In-depth Analysis of FBR Pegasus Fund (FBRPX)

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See FBR Pegasus Fund (FBRPX) performance details as of January 31, 2010

  

Last Trade: $10.90 on 3/16/2010, Change: +0.06 (0.55%)

Experiment our closing price forecasting tool for FBR Pegasus Fund (FBRPX) (alpha release)

  

Fund Manager - Robert Barringer

Fund Manager Tenure: 4.3 years
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)

Barringer is a portfolio manager of the company. He held positions as either an analyst or a co-portfolio manager with Citizens Funds from February 2001 to July 2004. Barringer holds the Chartered Financial Analyst designation.  Get more insights on Robert Barringer

  

 What we like about FBR Pegasus Fund (FBRPX)

Data for FBR Pegasus Fund (FBRPX) as of January 31, 2010

• FBR Pegasus Fund (FBRPX) management has been with FBR Pegasus Fund for 4.3 years
• FBR Pegasus Fund (FBRPX) has good short-term performance (1-year return 37.29% vs 34.15% Large Blend category average)
• FBR Pegasus Fund (FBRPX) has good mid-term performance (3-year return -1.41% vs -7.17% Large Blend category average)
• FBR Pegasus Fund (FBRPX) has a Morningstar rating of 4 and above
• FBR Pegasus Fund (FBRPX) has an annual stock turnover rate of 60.00% vs Large Blend average of 80.36%. It is good that FBR Pegasus management does not trade extensively for its return.
• FBR Pegasus Fund (FBRPX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.95, lower than category average of 20.52

  

 What we are cautious about FBR Pegasus Fund (FBRPX)

Data for FBR Pegasus Fund (FBRPX) as of January 31, 2010

• FBR Pegasus Fund (FBRPX) ratio of up-years vs down years can be improved
• FBR Pegasus Fund (FBRPX) has a higher management fee of 1.26% than its Large Blend average of 1.10%
• Even though FBR Pegasus Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See FBR Pegasus Fund (FBRPX) performance details as of January 31, 2010

  

  

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FBR Pegasus Fund (FBRPX) Net Asset

Track net asset change of FBR Pegasus fund (FBRPX)

Date	Net Asset
01/2010	$20.61M
11/2009	$20.34M
10/2009	$20.48M

More historic net asset information on FBR Pegasus Fund (FBRPX)

  

FBR Pegasus Fund (FBRPX) Portfolio Allocation

Track portfolio allocation change of FBR Pegasus fund (FBRPX)

Date	Cash	Stock	Bond	Other
09/2009	4.94%	95.07%	0%	0%
06/2009	5.77%	94.23%	0%	0%
03/2009	6.01%	93.99%	0%	0%

Click here to see more historic asset allocation information on FBR Pegasus Fund (FBRPX)

  

Most Recent Top 10 Holdings in FBR Pegasus Fund (FBRPX)

Discover what FBR Pegasus Fund (FBRPX) manager is buying

30-Sep-09 3M COMPANY [3.58%] APACHE CP [2.91%] JP MORGAN CHASE CO [2.45%] T. Rowe Price Group, Inc. [2.39%] Intel Corporation [2.35%] KEYCORP [2.17%] GEN ELECTRIC CO [1.98%] INTL BUSINESS MACH [1.98%] Oracle Corporation [1.98%] Cisco Systems, Inc. [1.96%]

30-Jun-09 3M COMPANY [2.92%] T. Rowe Price Group, Inc. [2.67%] Intel Corporation [2.56%] SUNTRUST BANKS [2.54%] BHP BILLITON LIMITED [2.07%] APACHE CP [1.99%] GOLDMAN SACHS GRP [1.97%] Microsoft Corporation [1.96%] UNILEVER PLC AMER [1.93%] JP MORGAN CHASE CO [1.9%]

31-Mar-09 3M COMPANY [2.91%] Oracle Corporation [2.11%] LOWES COMPANIES [2.05%] INTL BUSINESS MACH [2%] T. Rowe Price Group, Inc. [1.99%] Apple Inc. [1.9%] Intel Corporation [1.74%] WYETH [1.72%] MANULIFE FIN CORP [1.69%] COCA COLA CO THE [1.67%]

Click here for Stock Holding Change Map in FBR Pegasus Fund (FBRPX)

  

Related books and products to FBR Pegasus Fund (FBRPX)

  

Latest News on FBR Pegasus (FBRPX)

See what is happening with FBR Pegasus Fund (FBRPX)

Five Spot: Barringer Favors Financials (at TheStreet.com) See more news on FBR Pegasus Fund (FBRPX)

 

Books and Resources

 

 

See more information on FBR Pegasus Fund (FBRPX)

• FBR Pegasus Fund Insights
• FBR Pegasus Fund Performance Data
• FBR Pegasus Fund News
• FBR Pegasus Fund Score Explaination
• FBR Pegasus Fund Manager Information
• Historic FBR Pegasus Fund Asset Allocation Report
• Historic FBR Pegasus Fund Top 10 Holding Tracking
• Historic FBR Pegasus Fund Asset Under Management Tracking