Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
America First Mutual Funds
View all of America First’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
America First Funds List
Share Class Type
1 to 12 of 12 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| AmericaFirst Large Cap Shr Buyback A | SBQAX | Large Blend | 13.97% | 16 | 2.000% | High | Front Load | $1,000 | ||
| AmericaFirst Large Cap Shr Buyback I | SBQIX | Large Blend | 12.23% | 14 | 1.760% | High | Institutional | $1.0 Mil | ||
| AmericaFirst Monthly Risk-On Risk-Off I | ABRWX | Tactical Allocation | 0.72% | 93 | 1.620% | Above Average | Institutional | $1.0 Mil | ||
| AmericaFirst Defensive Growth A | DGQAX | Long-Short Equity | 2.29% | 85 | 2.850% | High | Front Load | $1,000 | ||
| AmericaFirst Defensive Growth I | DGQIX | Long-Short Equity | 2.58% | 81 | 2.340% | High | Institutional | $1.0 Mil | ||
| AmericaFirst Defensive Growth U | DGQUX | Long-Short Equity | 2.46% | 86 | 3.350% | — | — | $1,000 | ||
| AmericaFirst Income A | AFPAX | Moderately Aggressive Allocation | 4.56% | 97 | 2.520% | High | Front Load | $1,000 | ||
| AmericaFirst Income I | AFPIX | Moderately Aggressive Allocation | 4.80% | 96 | 1.730% | High | Institutional | $1.0 Mil | ||
| AmericaFirst Income U | AFPUX | Moderately Aggressive Allocation | 3.12% | 99 | 3.020% | — | — | $1,000 | ||
| AmericaFirst Large Cap Shr Buyback U | SBQUX | Large Blend | 11.82% | 18 | 2.750% | — | — | $1,000 | ||
| AmericaFirst Monthly Risk-On Risk-Off A | ABRFX | Tactical Allocation | 1.55% | 91 | 2.870% | High | Front Load | $1,000 | ||
| AmericaFirst Monthly Risk-On Risk-Off U | ABRUX | Tactical Allocation | 1.34% | 93 | 3.370% | — | — | $1,000 |
America First Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank