Skip to Content

First Foundation Total Return Y FBBYX Fund Analysis

| Medalist Rating as of | See First Foundation Investment Hub

Morningstar’s Analysis FBBYX

Will FBBYX outperform in future?

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

null Morningstar Manager Research

Morningstar Manager Research


First Foundation Total Return Y's recent People Pillar rating increase more than offsets the negative impact of its fee hike, resulting in an improvement in its Morningstar Medalist Rating to Silver from Bronze. 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.

Rated on Published on

Unlock our full analysis with Morningstar Investor