About FBBAX
First Foundation Total Return Fund Class A is an open-end mutual fund designed to seek maximum total return, combining both income and capital appreciation. This fund employs a globally diversified allocation strategy, investing primarily in a mix of U.S. and international equities, investment-grade debt securities, and cash. Its flexible approach allows the fund to actively adjust asset class weightings in response to changing market and economic conditions, optimizing its balance between growth and income potential. Notably, the fund utilizes active security selection within each asset class and may also employ derivatives to manage exposure, hedge risks, and enhance portfolio efficiency.
The fund holds a moderately aggressive allocation profile and is suitable for investors seeking diversified exposure spanning multiple regions and sectors. Its holdings include a blend of well-established companies across industries such as communication services, financials, energy, and government securities. Managed by First Foundation Advisors, the fund reflects both growth and value investing styles, aiming to capitalize on attractive valuations and long-term earnings growth, while also focusing on capital preservation and liquidity through selective cash positions. With a track record dating back to 1993, the fund plays a meaningful role in providing diversified total return opportunities within the global allocation category.
Fund Family First Foundation Advisors
Category Mix Tgt All Gro
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol FBBAX
Share Class Class A
Index S&P 500 TR
FBBAX had a total return of -2.57% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.34%.
