SBQIX : AmericaFirst Large Cap Share Buyback Fund Class I

SBQIX is a US Stocks Market Large Blend with HIGH fees.

SBQIX

AmericaFirst Large Cap Share Buyback Fund Class I

FI Score

17 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

10 /10

Market Size

0 /10

17% FI Score
  • sbqix
  • Mutual Fund
  • US Stocks
  • Large Blend

AmericaFirst Large Cap Share Buyback Fund Class I

Expenses: 1.66% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks growth of capital. The fund invests primarily in the common stocks of large capitalization domestic companies that have engaged in repurchasing a portion of the company's outstanding shares over the last year. Under normal conditions, it will invest at least 80% of its net assets, plus any borrowings for investment purposes, in large capitalization companies. The fund may also invest in small or medium capitalization companies from time to time and when the large capitalization companies in which the fund invests lose capitalization between purchase and rebalancing of the portfolio. It is non-diversified.

Largest Holdings

Amount Holding
4.03% Kansas City Southern
3.98% Ubiquiti Inc
3.94% AutoZone Inc
3.93% McKesson Corp
3.84% Charter Communications Inc A
3.79% Apple Inc
3.78% O'Reilly Automotive Inc
3.75% Lam Research Corp
3.75% NortonLifeLock Inc
3.73% Domino's Pizza Inc
3.72% Union Pacific Corp
3.69% Evergy Inc
3.67% The Western Union Co
3.67% Intel Corp
3.65% Unilever NV ADR
3.63% Check Point Software Technologies Ltd
3.62% Biogen Inc
3.57% Citrix Systems Inc
3.57% Toyota Motor Corp ADR
3.55% Jacobs Engineering Group Inc
3.52% Koninklijke Ahold Delhaize NV ADR
3.47% Walgreens Boots Alliance Inc
3.46% Eli Lilly and Co
3.36% Allstate Corp

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