FBBYX Mutual Fund (Fundamental Family Office Allocation Fund Class Y) is managed by First Foundation Funds. FBBYX expense ratio is 1.07%, holding 64 positions across sectors including Unknown, Financials, Communication Services. Inception date: 1993-11-29.

FBBYX performance shows a YTD return of -0.85%. The 1-year return is -4.82% and the 5-year return is 5.18%. FBBYX dividend yield stands at 1.41%, paid annually.

FBBYX top holdings include Financiere De L'odet Common Stock (9.9%), Bollore Sa (8.5%), United States Treasury 0.88% 15-Nov-2030 (7.6%), Lagardere S.c.a. (5.8%), Prairiesky Royalty Ltd (4.5%). View all FBBYX holdings, sector breakdown, or dividend history.

FBBYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FBBYX alternatives are available via the screener, along with tax-loss harvesting opportunities.