FBRSX Rating, Research - Fbr Small Cap Financial Investor

Fbr Small Cap Financial Investor (fbrsx)

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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 = 21

Threats + Weaknesses = 22

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

Fund Management Team

Fund Description Update

Fbr Small Cap Financial Investor (FBRSX) Description: FBRSX is a mutual fund, which is an investment that owns a basket of assets. The FBRSX 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 average fund size classification. FBRSXs minimum initial investment amount is $2000 while the IRA minimum is $1000. FBRSXs expense ratio is roughly 2%. The latest FBRSXs front end load was 0% and the back end load was 0%. The Fbr Small Cap Financial Investor (FBRSX) mutual fund falls under the financial category. FBRSX focuses its investments in USA and FBRSX is focused on the financial industry or fund sector. The Fbr Small Cap Financial Investor (FBRSX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FBRSXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FBRSXs 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 its assets, plus the amount of any borrowings for investment purposes, in securities of small-cap companies ??principally engaged? in the business of providing financial services to consumers and industry. It focuses on financial services companies that invest in real estate, usually through mortgages and other consumer-related loans. The fund may invest up to 20% of net assets in companies with larger market capitalizations or companies outside of the financial services group of industries. It is non-diversified.

Management Analysis Update

Performance Analysis Update