Biondo Focus Fund (BFONX) Research

The Biondo Focus Fund principally directs its capital towards a range of long-term holdings. These include equity shares of American corporations, regardless of their market valuation, alongside American Depositary Receipts (ADRs) representing ownership in foreign businesses. The fund also invests in high-grade fixed income instruments, exchange-traded funds (ETFs), and derivative options linked to stocks, ADRs, and ETFs. Furthermore, it possesses the ability to employ financial leverage, potentially through bank loans, up to a maximum of 33% of its total assets, which are defined as the sum of its net assets and any borrowed funds used for investment. It is important to note that this fund operates with a non-diversified investment strategy.

Market snapshot

Symbol
BFONX
Price
$19.89
Day change
+1.27%
Market cap
$47.8M
52-week range
17.95-24.25
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Adirondack Small Cap Fund (ADKSX)
  • ATAC Rotation Fund (ATACX)
  • Emerald Finance and Banking Innovation Fund (FFBFX)
  • Nuveen Large Cap Select Fund (FLRYX)
  • AMF Large Cap Equity Fund (IICAX)
  • JAG Large Cap Growth Fund (JLGAX)
  • Live Oak Health Sciences Fund (LOGSX)
  • ProFunds NASDAQ-100 Fund (OTPSX)

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