FBRPX Rating, Research - Fbr Large Cap Investor

Fbr Large Cap Investor (fbrpx)

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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 = 220

Threats + Weaknesses = 117

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

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.

Portfolio Strategy Update

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.

Management Analysis Update

Performance Analysis Update