About FBBYX
First Foundation Total Return Fund Class Y is a diversified mutual fund designed to deliver maximum total return, combining both income and capital appreciation. Managed by First Foundation Advisors since 1993, the fund primarily invests across a flexible allocation of U.S. and foreign equity and debt securities, alongside a modest cash component. Its portfolio is notably global, with substantial allocations to both domestic and international stocks and bonds, and a high percentage of foreign holdings—at times exceeding 40% of assets—across varied sectors such as communication services, energy, financials, and government securities.
Falling within the moderately aggressive allocation category, the fund frequently adjusts its asset mix based on evolving market and economic conditions. It typically holds a moderate number of securities, with the top holdings representing a significant portion of assets. The fund is actively managed and known for a high portfolio turnover, a characteristic that distinguishes it from more passive, static allocation funds. Designed for institutional investors, First Foundation Total Return Fund Class Y plays a strategic role in diversified portfolios, serving those seeking balanced exposure to growth and income opportunities on a global scale.
Fund Family First Foundation Advisors
Category Mix Tgt All Gro
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol FBBYX
Share Class Class Y
Index S&P 500 TR
FBBYX had a total return of 6.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 22.88%.
