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Lipper
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Zacks Investment Research
1
(Strong Buy)
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 201 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all AmericaFirst Funds funds
Performance
The fund has returned 13.98 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 9.0% |
| 1 Year | 14.0% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks a high rate of current income with less volatility than common stocks as measured by the standard deviation; total return as the secondary objective. The fund seeks to achieve its investment objective by investing in a portfolio of high income securities that may include stocks, preferred stocks, convertible preferred stock, convertible bonds, real estate investment trusts ("REITS"), and bonds selected by applying quantitative modeling techniques that use numerous factors including dividend yield, price momentum, trading volume, bid/ask spread, and price as compared to simple and exponential moving averages.
Fees
Fees are High compared to funds in the same category.
AmericaFirst Income Trends Fund has an expense ratio of 2.25 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
