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AmericaFirst Income A AFPAX

Quantitative rating as of
NAV / 1-Day Return
4.74  /  0.63 %
Total Assets
20.1 Mil
Adj. Expense Ratio
2.790%
Expense Ratio
2.850%
Distribution Fee Level
High
Share Class Type
Front Load
Category
Allocation—70% to 85% Equity
Investment Style
Mid Value
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
8.99%
Turnover
572%

Morningstar’s Analysis AFPAX

Will AFPAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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AmericaFirst Income A earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Process and Parent Pillars. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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