The investment seeks capital appreciation. The fund invests at least 80% of its net assets plus the amount of any borrowings for investment purposes in securities of mid-cap companies. The adviser considers mid-cap companies to have market capitalizations of greater than $2 billion and less than $15 billion at the time of purchase. It may invest up to 20% of its net assets in equity securities of companies with smaller or larger market capitalizations. The fund is non-diversified.
Fund filings (PDF) »
Ryan Kelley (Started: Feb 28, 2007)
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FBR Mutual Funds, 1001 19th Street North, Arlington, VA 22209, USA