Morningstar

First Foundation Fixed Income Class A FFBAX

Morningstar Medalist Rating
Medalist Rating as of | See First Foundation Investment Hub
  • NAV / 1-Day Return 11.23  /  −0.35 %
  • Total Assets 62.9M
  • Adj. Expense Ratio
    1.280%
  • Expense Ratio 1.210%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 4.54%
  • Effective Duration —

USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:37 AM GMT+0

Morningstar’s Analysis FFBAX

Will FFBAX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FFBAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FFBAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FFBAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Foundation Fixed Income A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings FFBAX

More FFBAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Government National Mortgage Association 5.5%

4.77 3M
Securitized

Federal Home Loan Mortgage Corp. 1.54%

2.99 2M
Government

Intel Corporation 5.6%

2.86 2M
Corporate

Federal Home Loan Mortgage Corp. 4%

2.79 2M
Securitized

Federal National Mortgage Association 4%

2.66 2M
Securitized

Arbor Realty Trust, Inc. 4.5%

2.59 2M
Corporate

Government National Mortgage Association 5.5%

2.34 2M
Securitized

United States Treasury Notes 4.25%

2.33 1M
Government

Government National Mortgage Association 5%

2.26 1M
Securitized

Government National Mortgage Association 2.598%

2.25 1M
Securitized

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