| 10.57 Net Asset Value | +0.96% 1 Day | +18.76% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | No Load Sales Expenses | 3.35% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | -0.57% | 3 years | +5.72% | |
| 3 months | +4.60% | 5 years | -- | |
| 1 year | +23.91% | Since inception | +2.61% |
| BFONX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +5.42% |
| Expense ratio | 3.35% | 1.28% |
| Risk 5 year sharpe ratio | -- | 0.30 |
| Net assets | $14.5M | $2.1B |
| Average market cap | $24.6B | $45.3B |
| Average P/E | 24.7 | 19.9 |
| Portfolio turnover | 83% | 83% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Biondo Investment Advisor |
| Fund manager & tenure | Joseph Biondo / 3 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Healthcare | 32.03% |
| Financial service | 21.84% |
| Hardware | 16.61% |
| Consumer goods | 15.35% |
| Industrial materials | 7.19% |
| -- Jpmorgan Chase ([Wts/Rts]) | 22.78% |
| CELG Celgene Corporation | 13.31% |
| MA MasterCard Incorporated Class A | 12.87% |
| F Ford Motor Co | 10.89% |
| GTLS Chart Industries, Inc. | 9.80% |
| GILD Gilead Sciences Inc | 8.32% |
| BAC Bank of America Corporation | 8.06% |
| ILMN Illumina, Inc. | 7.33% |
| ISRG Intuitive Surgical, Inc. | 6.91% |
| AAPL Apple Inc | 5.47% |
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