Fbr Large Cap Investor (fbrpx)
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Asset Allocation (% of Port)
Geographic Allocation (% of Port)
Australia + Pacific Islands
Fund Management Survey
Fund Management Team
Fund Description Update
Fbr Large Cap Investor (FBRPX) Description: FBRPX is a mutual fund, which is an investment that owns a basket of assets. The FBRPX 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 medium management tenure and is in the small fund size classification. FBRPXs minimum initial investment amount is $2000 while the IRA minimum is $1000. FBRPXs expense ratio is roughly 1%. The latest FBRPXs front end load was 0% and the back end load was 0%. The Fbr Large Cap Investor (FBRPX) mutual fund falls under the large-cap mixed category. FBRPX focuses its investments in USA and FBRPX is not affiliated with a particular industry or fund sector. The Fbr Large Cap Investor (FBRPX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FBRPXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FBRPXs research report features technical analysis and long term investment potential.
This investment vehicle seeks capital appreciation. The funds managed as an asset allocation program and allocates its assets primarily among Legg Mason-affiliated mutual funds. Its target allocation is 85% in underlying funds that invest principally in equity securities (see equity research) and 15% in funds that invest principally in fixed-income securities. While This investment vehicle is non-diversified, it invests in some diversified underlying holdings.