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 large-cap companies. The adviser considers large-cap companies to have market capitalizations of $3 billion or more, measured at the time of purchase. It may invest up to 20% of its net assets in securities of companies with smaller market capitalizations. The fund is non-diversified.
Fund filings (PDF) »
Ryan Kelley (Started: Nov 15, 2005)
Robert Barringer (Started: Nov 15, 2005)
# Contact ?>
FBR Mutual Funds, 1001 19th Street North, Arlington, VA 22209, USA