| 6.63 Net Asset Value | +0.30% 1 Day | +9.77% Year-to-Date | Overall Morningstar Rating |
| Moderate allocation Style or Category | 4 Sales Expenses | 1.75% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +6.44% | 3 years | +13.31% | |
| 3 months | +5.46% | 5 years | +1.63% | |
| 1 year | +22.80% | Since inception | -0.61% |
| AFIAX | Category | |
|---|---|---|
| Performance 5-yr return | +1.63% | +4.79% |
| Expense ratio | 1.75% | 1.34% |
| Risk 5 year sharpe ratio | 0.18 | 0.37 |
| Net assets | $50.7M | $2.1B |
| Average market cap | $6.2B | $37.4B |
| Average P/E | 11.2 | 16.1 |
| Portfolio turnover | 346% | 346% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | AmericaFirst Funds |
| Fund manager & tenure | Rick Gonsalves / 5 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Healthcare | 43.01% |
| Industrial materials | 31.09% |
| Consumer goods | 13.18% |
| Financial service | 12.71% |
| Business service | 0.00% |
| -- Ceridian Corp New 11.25% | 4.59% |
| -- Venezuela Rep 9.25% | 4.57% |
| -- Iasis Cap Llc / Iasis Cap 8.375% | 4.36% |
| HYG iShares iBoxx $ High Yield Corporate Bd | 4.24% |
| JNK SPDR Barclays High Yield Bond | 3.68% |
| QCOR Questcor Pharmaceuticals, Inc. | 3.59% |
| -- Intelsat Luxembourg 11.25% | 3.30% |
| MCK McKesson, Inc. | 2.80% |
| LO Lorillard, Inc. | 2.50% |
| CHD Church & Dwight Company, Inc. | 2.47% |
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