AmericaFirst Quantitative Funds - AmericaFirst Seasonal Rotation Fund (STQUX)
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AmericaFirst Quantitative Funds - AmericaFirst Seasonal Rotation Fund
AmericaFirst Quantitative Funds
8150 SIERRA COLLEGE BOULEVARD
ROSEVILLE CA 95661
877-217-8363
Management Information
Rick Gonsalves,Lead Manager since October 29, 2013
Rick Gonsalves is the co-founder and President of AmericaFirst Capital Management, LLC. Mr. Gonsalves co-founded AmericaFirst Capital Management, LLC in January 2007. He currently serves as President and Chief Executive Officer, positions he has held since the Advisor’s inception. From 2003 to 2008, he operated Renaissance Investment Services (a company that provided services to broker representatives), for which he acted as President and CEO after the business was incorporated in 2005. He was a registered broker representative of Brecek & Young Advisors, Inc. from January 2007 to December 2007, and WRP Investments, Inc. from September 2005 to December 2006.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryTactical Allocation
Fund FamilyAmericaFirst Funds
Net Assets2.14M
YTD Return-19.02%
Yield0.00%
Morningstar Rating★
Inception DateOct 29, 2013
Fund Operations
Last Dividend0.05
Last Cap Gain0.00
Holdings Turnover496.90%
Average for CategoryN/A
Fees & Expenses
ExpenseSTQUXCategory Average
Annual Report Expense Ratio (net)3.14%1.29%
Prospectus Net Expense Ratio3.14%N/A
Prospectus Gross Expense Ratio3.72%N/A
Max 12b1 Fee1.00%N/A
Max Front End Sales Load2.50%5.22%
Max Deferred Sales LoadN/A1.17%
3 Yr Expense Projection1,307N/A
5 Yr Expense Projection2,075N/A
10 Yr Expense Projection4,082N/A
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