AFBA 5Star Science & Technology Adv
Afba Investment Management Company 909 N. Washington Street
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Phone: 800-243-9865
| Category: | Specialty-Technology | | Fund Family: | AFBA Five Star Fund | | Net Assets: | 1.57M | | Year-to-Date Return: | -9.01% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Oct-01 |
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Thomas W. Laming
Lead Manager since
16-Jul-07 | | | Laming is a member of the equity management team of TrendStar with over 17 years of investment experience. Previously, he was senior vice president and was Buffalo Funds chief equity strategist and co-lead portfolio manager for the Buffalo funds. He was formerly a technology analyst with Waddell and Reed and was a spacecraft design engineer with Lockheed Martin and with Northrop Grumman. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital growth. The fund invests at least 80% of net assets in common stocks and other domestic equity securities (including convertibles and warrants) of companies expected to benefit from the development, advancement, and use of science and technology. |
| Last Dividend
| N/A | | Last Cap Gain
(19-Dec-07):
| 1.00 | | Annual Holdings Turnover
| 57.00% | | Average for Category:
| 176.97% |
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| Expense | AFATX | Category
Avg | | Total Expense Ratio: | 1.67%
| 1.82% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.72% | | 3 Yr Expense Projection*: |
$722 | $731 | | 5 Yr Expense Projection*: |
$1,292 | $1,138 | | 10 Yr Expense Projection*: |
$2,844 | $2,255 |
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0.11% Nasdaq 
0.36%
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