AFBA 5Star Mid Cap Value C
Afba Investment Management Company 909 N. Washington Street,Alexandria VA 22314
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Phone: 800-243-9865
| Category: | Mid-Cap Value | | Fund Family: | AFBA 5Star Fund | | Net Assets: | 1.25M | | Year-to-Date Return: | -30.25% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-02 |
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David N. Dreman
Lead Manager since
16-Jul-07 | | | David Dreman is the founder of Dreman Value Management. Previously Mr. Dreman had been an investment advisor and securities analyst for more than 20 years. As well, he was Director of New York Research for Rauscher Pierce Refsnes Securities Corp., Senior Investment Officer with J&W Seligman, and Senior Editor with the Value Line Investment Service. Mr. Dreman has also authored several widely acclaimed books dealing with investment strategies and stock market success. |
| 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 normally invests at least 80% of net assets in domestic equity securities (common stocks, convertibles and warrants) issued by medium-sized or "mid-cap" companies. It considers a company to be a mid-cap company if it has a market capitalization between $700 million and $8 billion at the time of purchase. |
| Last Dividend
| N/A | | Last Cap Gain
(27-Jun-08):
| 0.00 | | Annual Holdings Turnover
| 138.00% | | Average for Category:
| 82.28% |
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| Expense | AFMCX | Category
Avg | | Total Expense Ratio: | 2.28%
| 1.37% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.45% | | Max Deferred Sales Load: | 1.00%
| 2.51% | | 3 Yr Expense Projection*: |
$825 | $635 | | 5 Yr Expense Projection*: |
$1,445 | $955 | | 10 Yr Expense Projection*: |
$3,117 | $1,917 |
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1.83% Nasdaq 0.00%
0.04 (0.66%) 
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