AFBA 5Star Science & Technology I
Afba Investment Management Company 909 N. Washington Street,Alexandria VA 22314
Map
Phone: 800-243-9865
| Category: | Specialty-Technology | | Fund Family: | AFBA 5Star Fund | | Net Assets: | 5.99M | | Year-to-Date Return: | -31.48% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Oct-01 |
|
Thomas W. Laming
Lead Manager since
16-Jul-07 | | | Laming is a member of the equity management team of TrendStar. Previously, Laming was senior vice president and was Buffalo Funds chief equity strategist and co-lead portfolio manager for the Buffalo funds. Laming 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: | $250,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $250,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| 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:
| 177.17% |
|
| Expense | AFITX | Category
Avg | | Total Expense Ratio: | 1.42%
| 1.78% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.65% | | 3 Yr Expense Projection*: |
$650 | $721 | | 5 Yr Expense Projection*: |
$1,174 | $1,129 | | 10 Yr Expense Projection*: |
$2,612 | $2,250 |
|
|
1.83% Nasdaq 0.00%
0.02 (0.25%) 
Profile
