About SBQIX
AmericaFirst Alpha Trends Factor Fund Class I is an actively managed mutual fund designed to seek capital gains by investing primarily in common stocks. Utilizing the advisor’s proprietary alpha trends factor strategy, the fund selects domestic and foreign equities across all market capitalizations, aiming to identify companies with strong potential for above-market returns. This investment approach makes the fund non-diversified, meaning it may concentrate holdings in selected sectors or companies to capture targeted performance opportunities.
The fund typically maintains a large blend equity style, resulting in allocations to both growth and value stocks, with significant positions often found in sectors such as technology, healthcare, utilities, and communication services. As of recent portfolio data, the fund's top holdings included prominent names like Apple, Microsoft, and Alphabet, alongside a notable allocation to cash and cash equivalents. Benchmarked against the S&P 500 Total Return Index, the fund plays a role for investors seeking exposure to factor-driven equity strategies in pursuit of capital appreciation. Alongside its risk and return objectives, the fund may also have exposure to industries with environmental and social considerations, such as fossil fuels and utilities.
Fund Family AmericaFirst Funds
Category Large Blend
Stock Exchange NASDAQ
Ticker Symbol SBQIX
Share Class Class I
Index Lipper US Index - Multi Cap Core Funds
SBQIX had a total return of -34.23% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.22%.
