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Fund Intelligence | Best Managers | FOBAX Insights | FOBAX Score | FOBAX Performance | FOBAX Manager | FOBAX News | FOBAX Allocation | FOBAX Holdings Change

Mutual Fund Insights: First Focus Balanced Instl Fund (FOBAX)

In-depth Analysis of First Focus Balanced Instl Fund (FOBAX)

Mutual fund chart: First Focus Balanced Instl Fund (FOBAX)

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See First Focus Balanced Instl Fund (FOBAX) performance details as of February 28, 2010

  

    Last Trade: $12.44 on 3/19/2010, Change: -0.07 (-0.56%)
Experiment our closing price forecasting tool for First Focus Balanced Instl Fund (FOBAX) (alpha release)

  

Fund Manager - David C. Jordan

Fund Manager Tenure: 8.6 years
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)
David serves as Senior Portfolio Manager of Tributary Capital Management. David C. Jordan is part of the team that manages the First Focus Balanced and Growth Opportunities Funds. David C. Jordan has been managing institutional and individual investment portfolios since 1982. Before joining Tributary Capital Management, David managed investments at the predecessors to Bank One Investment Advisors, Key Trust of the Northwest and Wells Fargo Denver. David holds the Chartered Financial Analyst designation.  Get more insights on David C. Jordan

  

What we like about First Focus Balanced Instl Fund (FOBAX) What we like about First Focus Balanced Instl Fund (FOBAX)

Data for First Focus Balanced Instl Fund (FOBAX) as of February 28, 2010

  • First Focus Balanced Instl Fund (FOBAX) management has been with First Focus Balanced Instl Fund for 8.6 years
  • First Focus Balanced Instl Fund (FOBAX) has good short-term performance (1-year return 46.27% vs 39.25 % Moderate Allocation category average)
  • First Focus Balanced Instl Fund (FOBAX) has good mid-term performance (3-year return 0.76% vs -2.09 % Moderate Allocation category average)
  • First Focus Balanced Instl Fund (FOBAX) has good Long-term performance (5-year return 3.45% vs 2.04 % Moderate Allocation category average)
  • First Focus Balanced Instl Fund (FOBAX) ratio of up-years vs down years is greater than 2
  • First Focus Balanced Instl Fund (FOBAX) has a Morningstar rating of 4 and above
  • First Focus Balanced Instl Fund (FOBAX) has an annual stock turnover rate of 60.00% vs Moderate Allocation average of 97.84%. It is good that First Focus Balanced Instl management does not trade extensively for its return.
  • First Focus Balanced Instl Fund (FOBAX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.68, lower than category average of 14.91
  • First Focus Balanced Instl Fund (FOBAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about First Focus Balanced Instl Fund (FOBAX) What we are cautious about First Focus Balanced Instl Fund (FOBAX)

Data for First Focus Balanced Instl Fund (FOBAX) as of February 28, 2010

  • First Focus Balanced Instl Fund (FOBAX) has a higher management fee of 1.35% than its Moderate Allocation average of 1.03%
See First Focus Balanced Instl Fund (FOBAX) performance details as of February 28, 2010

  

  

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First Focus Balanced Instl Fund (FOBAX) Net Asset

Track net asset change of First Focus Balanced Instl fund (FOBAX)

DateNet Asset
02/2010$27.53M
01/2010$26.59M
11/2009$26.62M
More historic net asset information on First Focus Balanced Instl Fund (FOBAX)

  

First Focus Balanced Instl Fund (FOBAX) Portfolio Allocation

Track portfolio allocation change of First Focus Balanced Instl fund (FOBAX)

DateCashStockBondOther
09/20090.69%67.63%30.11%1.58%
06/20099.18%53.15%36.13%1.55%
03/20091.85%61.56%32.35%4.24%
Click here to see more historic asset allocation information on First Focus Balanced Instl Fund (FOBAX)

  

Most Recent Top 10 Holdings in First Focus Balanced Instl Fund (FOBAX)

Discover what First Focus Balanced Instl Fund (FOBAX) manager is buying

30-Sep-09
Hm Depot 5.4% [2.02%]
Keycorp Medium Term Nts Be 6.5% [1.98%]
Wachovia Corp New 5.25% [1.97%]
Bk Amer Chrlt Nc Mtn 6% [1.93%]
Harley Davidson Fdg 144A 6.8% [1.89%]
Regions Bk Birmingham Ala 7.5% [1.76%]
Amer Express Cr 5.875% [1.64%]
Amer Gen Fin Medtm Srnt Be 6.9% [1.63%]
Wachovia Pfd Fdg Pfd [1.58%]
General Elec Cap 5.25% [1.56%]

30-Jun-09
Goldman Sachs FS Treasury Obligs FST [9.18%]
US TREASURY NOTE [4.31%]
Hm Depot 5.4% [2.14%]
Keycorp Medium Term Nts Be 6.5% [2.13%]
Wachovia Corp New 5.25% [2.09%]
Bk Amer Chrlt Nc Mtn 6% [1.94%]
Regions Bk Birmingham Ala 7.5% [1.89%]
HARLEY DAVIDSON FDG [1.86%]
COCA COLA ENTERPRISES INC [1.71%]
AMERICAN EXPRESS CR CORP MTNBE [1.7%]

31-Mar-09
Keycorp Medium Term Nts Be 6.5% [2.28%]
Hm Depot 5.4% [2.1%]
Regions Bk Birmingham Ala 7.5% [2.09%]
Bk Amer Chrlt Nc Mtn 6% [2.04%]
Wachovia Corp New 5.25% [1.94%]
TRANSCANADA PIPELINES [1.87%]
COCA COLA ENTERPRISES INC [1.86%]
Symantec Corporation [1.75%]
General Elec Cap 5.25% [1.71%]
AMERICAN EXPRESS CR CORP MTNBE [1.64%]
Click here for Stock Holding Change Map in First Focus Balanced Instl Fund (FOBAX)

  

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