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AmericaFirst Quantitative Strategies Fund Class C (AFISX)

Net Asset Value
1 Day
Overall Morningstar Rating
Tactical allocation
Style or Category
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks to achieve long-term capital appreciation and to achieve positive returns through all market cycles. The fund seeks to achieve its investment objective by investing- under normal circumstances- in individual equity and fixed income securities. It will invest in equity securities regardless of market capitalization. The fund may invest in fixed income securities regardless of maturity or credit rating (including lower-rated securities commonly known as "junk bonds" or "high yield bonds").


1 month-0.92% 3 years+3.02%
3 months+9.34% 5 years+4.68%
1 year+18.60% Since inception+0.89%
Data through --

Peer Comparisonvs. Tactical allocation

Performance 5-yr return+4.68%+5.36%
Expense ratio3.40%1.61%
Risk 5 year sharpe ratio0.600.72
Net assets$11.0M$604.1M
Average market cap$57.7B$49.8B
Average P/E20.318.7
Portfolio turnover340%340%

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Fund Management and Purchase Info

Fund familyAmericaFirst Funds
Fund manager & tenureRick Gonsalves / 10 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00


U.S. stock76.36%
Fixed income18.83%
International stock4.87%
Top 5 Sectors
Portfolio weighting
Healthcare 43.01%
Industrial materials 31.09%
Consumer goods 13.18%
Financial service 12.71%
Business service 0.00%
Top 10 Holdings
Portfolio weighting
ANGL VanEck Vectors Fallen Angel High Yield Bond ETF5.07%
-- 2.20%
-- 2.19%
-- 2.16%
-- 2.06%
-- 2.05%
-- 2.04%
AMAT Applied Materials Inc1.93%
TXN Texas Instruments1.77%