FBBYX Mutual Fund

FBBYX Mutual Fund (Fundamental Family Office Allocation Fund Class Y) is managed by First Foundation Funds with $33.0M in net assets. FBBYX expense ratio is 1.07%, holding 64 positions across sectors including Financials, Industrials, Communication Services. Inception date: 1993-11-29.

FBBYX performance shows a YTD return of -4.34%. The 1-year return is -1.46% and the 5-year return is 2.36%. FBBYX dividend yield stands at 4.19%, paid annually.

FBBYX top holdings include Financiere De L'odet Common Stock (11.0%), U.S. Treasury Note 0.875%, 11/15/30 (6.8%), Lagardere S.c.a. (6.1%), Bollore Sa (5.5%), CANAL SA COMMON STOCK EUR.25 (4.3%). Go to all FBBYX holdings, FBBYX sectors, or FBBYX dividends.

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