First Foundation Total Return FundFBBYX
Type
Mutual fund
Peer group
Global equity
Net assets
$66.5M
Expense ratio
1.07%
1-year return
+3.4%
3 years, a year
+5.3%
5 years, a year
+8.1%
Holdings
64
What it aims to do.
The investment objective of the First Foundation Total Return Fund (the Total Return Fund or the Fund) is to seek maximum total return (total return includes both income and capital appreciation).
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Compagnie De L'odet Se | 9.88% |
| Bollore Se | 8.51% |
| United States of America | 7.62% |
| Lagardere Sa | 5.82% |
| Prairiesky Royalty Ltd. | 4.46% |
| GOOGL Alphabet Inc. | 4.19% |
| United States of America | 4.06% |
| JYNT Joint Corp | 4.05% |
| Keweenaw Land Association Ltd | 3.93% |
| Berkshire Hathaway Inc. | 3.64% |
More on FBBYX.
- FBBYX overview
- FBBYX holdings
- FBBYX risk
- FBBYX costs
- FBBYX money in and out
- FBBYX share classes
- Compare FBBYX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.