FBRFX Rating, Research - Fbr Large Cap Financial Investor

Fbr Large Cap Financial Investor (fbrfx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 69

Threats + Weaknesses = 61

When strengths & opportunities substantially exceed threats & weaknesses an investment in the fbrfx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Fbr Large Cap Financial Investor (FBRFX) Description: FBRFX is a mutual fund, which is an investment that owns a basket of assets. The FBRFX mutual fund was provided by Fbr and this investment vehicle derives the majority of its value from equity holdings (stocks). Fbrs mutual fund has a long management tenure and is in the small fund size classification. FBRFXs minimum initial investment amount is $2000 while the IRA minimum is $1000. FBRFXs expense ratio is roughly 2%. The latest FBRFXs front end load was 0% and the back end load was 0%. The Fbr Large Cap Financial Investor (FBRFX) mutual fund falls under the financial category. FBRFX focuses its investments in USA and FBRFX is focused on the financial industry or fund sector. The Fbr Large Cap Financial Investor (FBRFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FBRFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FBRFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests at least 80% of assets in securities of large capitalization companies "principally engaged" in the business of financial services which have a market capitalization of $3 billion or more. It may invest up to 20% of assets in companies outside of the financial group of industries. It is non-diversified.

Management Analysis Update

Performance Analysis Update