First Foundation Fixed Income FundFFBYX

MUTUAL FUNDBrookmont
Type
Mutual fund
Peer group
Taxable bond
Net assets
$64.4M
Expense ratio
1.03%
1-year return
+4.3%
3 years, a year
+4.9%
5 years, a year
+1.4%
Holdings
127

What it aims to do.

The investment objective of the First Foundation Fixed Income Fund (the Fixed Income Fund or the Fund) is to seek maximum income consistent with prudent investment management and the preservation of capital.

Top 10 holdings.

Holding% of fund
Government National Mortgage Association4.76%
Freddie Mac2.99%
INTC Intel Corporation2.85%
Freddie Mac2.79%
Federal National Mortgage Association2.65%
ABR N/A2.59%
Government National Mortgage Association2.33%
United States of America2.32%
Government National Mortgage Association2.26%
Government National Mortgage Association2.24%

More on FFBYX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.