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First Foundation Total Return Y FBBYX

Quantitative rating as of | See Highland Investment Hub
  • NAV / 1-Day Return 27.56  /  0.97 %
  • Total Assets 102.6 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 1.110%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Allocation—70% to 85% Equity
  • Investment Style Mid Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 3.34%
  • Turnover 105%

Morningstar’s Analysis FBBYX

Will FBBYX 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 Y to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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