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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 90 Long/Short Equity 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 19.93 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 11.2% |
| 1 Year | 19.9% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to achieve capital appreciation through all market cycles. The fund seeks to achieve its investment objective by investing, under normal circumstances, approximately 80% or more of its net assets in a portfolio of defensive, non-cyclical equity securities of foreign and domestic companies selected by applying a quantitative strategy. It will overweight portfolio investments primarily in securities in the consumer staples and healthcare sectors which represent numerous industries. The fund is non-diversified.
Fees
Fees are High compared to funds in the same category.
AmericaFirst Defensive Growth Fund has an expense ratio of 3.43 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
