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 Unknown, Financials, Communication Services. Inception date: 1993-02-22.

FBBAX performance shows a YTD return of 0.30%. The 1-year return is -4.88% and the 5-year return is 4.93%. FBBAX dividend yield stands at 1.45%, paid annually.

FBBAX top holdings include Financiere De L'odet Common Stock (9.9%), Bollore Sa (8.5%), Treasury Note (otr) 0.88% Nov 15, 2030 (7.6%), Lagardere S.c.a. (5.8%), Prairiesky Royalty Ltd. (4.5%). View all FBBAX holdings, sector breakdown, or dividend history.

FBBAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FBBAX alternatives are available via the screener, along with tax-loss harvesting opportunities.