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 small-cap companies. The adviser considers small-cap companies to have market capitalizations of less than $3 billion, measured at the time of purchase. It may invest up to 20% of its net assets in equity securities of companies with larger market capitalizations. The fund is non-diversified.
Fund filings (PDF) »
Robert Barringer (Started: Feb 28, 2007)
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FBR Mutual Funds, 1001 19th Street North, Arlington, VA 22209, USA