FBRVX Rating, Research - Fbr Focus Investor

Fbr Focus Investor (fbrvx)

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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 = 41

Threats + Weaknesses = 24

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

Fund Management Team

Fund Description Update

Fbr Focus Investor (FBRVX) Description: FBRVX is a mutual fund, which is an investment that owns a basket of assets. The FBRVX 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 short management tenure and is in the large fund size classification. FBRVXs minimum initial investment amount is $2000 while the IRA minimum is $1000. FBRVXs expense ratio is roughly 1%. The latest FBRVXs front end load was 0% and the back end load was 0%. The Fbr Focus Investor (FBRVX) mutual fund falls under the mid-cap growth category. FBRVX focuses its investments in USA and FBRVX is not affiliated with a particular industry or fund sector. The Fbr Focus Investor (FBRVX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FBRVXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FBRVXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 65% of assets in U.S. common stocks (see stock research) of small capitalization (including micro capitalization) companies, or companies with a market capitalization of $2.5 billion or less at the time of purchase. It may invest a portion of its assets in mid-capitalization companies. The Adviser considers companies with a market capitalization of $2.5 billion or less to be small capitalization companies and those with a market capitalization greater than $2.5 billion but less than $10 billion to be mid-capitalization companies.

Management Analysis Update

Performance Analysis Update