FBPBX : FBP Appreciation & Income Opportunities Fund

FBPBX is a Allocation Market All-In-One with HIGH fees.

FBPBX

FBP Appreciation & Income Opportunities Fund

FI Score

21 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

21% FI Score
  • fbpbx
  • Mutual Fund
  • Allocation
  • All-In-One

FBP Appreciation & Income Opportunities Fund

Expenses: 1.00% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks long term capital appreciation and current income, assuming a moderate level of investment risk. The fund seeks to achieve its objectives by investing in a portfolio of both equity and fixed income securities. Fixed income securities include corporate debt obligations, U.S. government obligations and shares of ETFs that invest primarily in corporate debt obligations and U.S. government obligations.

Largest Holdings

Amount Holding
3.55% JPMorgan Chase & Co
3.18% Bank of America Corp
3.11% Microsoft Corp
2.64% Cisco Systems Inc
2.51% Apple Inc
2.43% Merck & Co Inc
2.27% International Business Machines Corp
2.24% Broadcom Inc
2.07% Johnson & Johnson
2.05% Norfolk Southern Corporation 3.85%
2.05% United States Treasury Notes 2.12%
2.02% American Express Company 3.4%
2.02% Walmart Inc
2.01% Kellogg Co
2.01% Wells Fargo & Company 3.5%
1.99% Eaton Corp PLC
1.99% Citigroup Inc. 2.9%
1.98% PSEG Power LLC 3%
1.90% Pioneer Natural Resources Company 3.95%
1.75% CVS Health Corp
1.74% Pfizer Inc
1.59% Bank of New York Mellon Corp
1.45% MetLife Inc
1.41% The Travelers Companies Inc
1.30% Lincoln National Corp

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