AmericaFirst Defensive Growth Fund

U.S. News evaluated 121 Long/Short Equity Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 16.22 percent over the past year, and 13.33 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 5.7%
1 Year 16.2%
3 Years (Annualized) 13.3%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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 2.92 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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