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First Foundation Total Return A FBBAX

Quantitative rating as of
NAV / 1-Day Return
28.56  /  0.97 %
Total Assets
103.7 Mil
Adj. Expense Ratio
1.200%
Expense Ratio
1.090%
Distribution Fee Level
Above Average
Share Class Type
Front Load
Category
Allocation—70% to 85% Equity
Investment Style
Mid Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
1.54%
Turnover
73%

Morningstar’s Analysis FBBAX

Will FBBAX outperform in future?

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

Summary

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A middling People rating and a subpar Parent Pillar limit First Foundation Total Return A to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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