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

Mutual Fund Insights: First Focus Growth Opportunities Inst Fund (FOGRX)

In-depth Analysis of First Focus Growth Opportunities Inst Fund (FOGRX)

Mutual fund chart: First Focus Growth Opportunities Inst Fund (FOGRX)

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See First Focus Growth Opportunities Inst Fund (FOGRX) performance details as of January 31, 2010

  

    Last Trade: $11.44 on 3/19/2010, Change: -0.09 (-0.78%)
Experiment our closing price forecasting tool for First Focus Growth Opportunities Inst Fund (FOGRX) (alpha release)

  

Fund Manager - David C. Jordan

Fund Manager Tenure: 12.0 years
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)
David serves as Senior Portfolio Manager of Tributary Capital Management. He is part of the team that manages the First Focus Balanced and Growth Opportunities Funds. He 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 Growth Opportunities Inst Fund (FOGRX) What we like about First Focus Growth Opportunities Inst Fund (FOGRX)

Data for First Focus Growth Opportunities Inst Fund (FOGRX) as of January 31, 2010

  • First Focus Growth Opportunities Inst Fund (FOGRX) management has been with First Focus Growth Opportunities Inst Fund for 12.0 years
  • First Focus Growth Opportunities Inst Fund (FOGRX) has good mid-term performance (3-year return -3.93% vs -5.54% Mid-Cap Growth category average)
  • First Focus Growth Opportunities Inst Fund (FOGRX) has good Long-term performance (5-year return 1.68% vs 1.43% Mid-Cap Growth category average)
  • First Focus Growth Opportunities Inst Fund (FOGRX) ratio of up-years vs down years is greater than 2
  • First Focus Growth Opportunities Inst Fund (FOGRX) has a Morningstar rating of 4 and above
  • First Focus Growth Opportunities Inst Fund (FOGRX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.26, lower than category average of 23.72
  • First Focus Growth Opportunities Inst Fund (FOGRX) has a lower management fee than its Mid-Cap Growth average: 1.32% vs 1.46%
  • First Focus Growth Opportunities Inst Fund (FOGRX) 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 Growth Opportunities Inst Fund (FOGRX) What we are cautious about First Focus Growth Opportunities Inst Fund (FOGRX)

Data for First Focus Growth Opportunities Inst Fund (FOGRX) as of January 31, 2010

  • First Focus Growth Opportunities Inst Fund (FOGRX) has a less-than-ideal short-term performance (1-year return 36.04% vs 39.73% Mid-Cap Growth category average)
  • First Focus Growth Opportunities Inst Fund (FOGRX) is less safe compared to its Mid-Cap Growth peers
See First Focus Growth Opportunities Inst Fund (FOGRX) performance details as of January 31, 2010

  

  

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First Focus Growth Opportunities Inst Fund (FOGRX) Net Asset

Track net asset change of First Focus Growth Opportunities Inst fund (FOGRX)

DateNet Asset
01/2010$60.69M
11/2009$60.65M
10/2009$55.52M
More historic net asset information on First Focus Growth Opportunities Inst Fund (FOGRX)

  

First Focus Growth Opportunities Inst Fund (FOGRX) Portfolio Allocation

Track portfolio allocation change of First Focus Growth Opportunities Inst fund (FOGRX)

DateCashStockBondOther
09/20091.37%98.63%0%0%
06/200917.26%78.78%3.96%0%
03/20097.44%89.65%0%2.91%
Click here to see more historic asset allocation information on First Focus Growth Opportunities Inst Fund (FOGRX)

  

Most Recent Top 10 Holdings in First Focus Growth Opportunities Inst Fund (FOGRX)

Discover what First Focus Growth Opportunities Inst Fund (FOGRX) manager is buying

30-Sep-09
Cognizant Technology Solutions [2.71%]
Cerner Corporation [2.62%]
Joy Global Inc. [2.4%]
ROPER INDUST INC [2.24%]
Biogen Idec Inc [2.22%]
SOUTHERN UNION CO [2.19%]
AGRIUM INC. [2.1%]
Akamai Technologies, Inc. [2.07%]
Citrix Systems, Inc. [2.06%]
MDU RESOURCES GROUP [2.01%]

30-Jun-09
Goldman Sachs FS Treasury Obligs FST [17.26%]
US TREASURY NOTE [3.96%]
Cerner Corporation [2.45%]
Biogen Idec Inc [2.22%]
SOUTHERN UNION CO [2.17%]
Cognizant Technology Solutions [2.1%]
MDU RESOURCES GROUP [2.05%]
DEVRY INC [1.97%]
Joy Global Inc. [1.97%]
ALLIANT TECH SYS INC [1.94%]

31-Mar-09
Cerner Corporation [3.16%]
Biogen Idec Inc [3.14%]
Symantec Corporation [2.86%]
Fiserv, Inc. [2.8%]
Citrix Systems, Inc. [2.6%]
West Pharmaceutical Services, I [2.36%]
AGCO Corp. [2.35%]
Pharmaceutical Product Developm [2.27%]
Southern Union Co. (New) [2.19%]
MDU Resources Group Inc. [2.13%]
Click here for Stock Holding Change Map in First Focus Growth Opportunities Inst Fund (FOGRX)

  

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