FBBAX Mutual Fund

FBBAX Mutual Fund (Fundamental Family Office Allocation Fund Class A) is managed by First Foundation Funds. FBBAX expense ratio is 1.32%, holding 64 positions across sectors including Financials, Communication Services, Energy. Inception date: 1993-02-22.

FBBAX performance shows a YTD return of -0.15%. The 1-year return is -0.59% and the 5-year return is 6.96%. FBBAX dividend yield stands at 1.46%, paid annually.

FBBAX top holdings include Financiere De L'odet Common Stock (9.9%), Bollore Sa (8.5%), United States Treasury 0.88% 15-Nov-2030 (7.6%), Lagardere S.c.a. (5.8%), Prairiesky Royalty Ltd. (4.5%). Go to all FBBAX holdings, FBBAX sectors, or FBBAX dividends.

FBBAX can be compared against other funds. Use FBBAX overlap to find shared positions, or FBBAX vs another fund for a side-by-side view. FBBAX alternatives are available via the screener, along with tax-loss harvesting opportunities.