FBR Financial Services

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Note: The following information has not been updated by the vendor since 09/13/00.

Address:	1001 Ninteenth Street North
	Arlington, VA 22209
Phone # for sales:	1 888 200 4350
Website:	www.fbr.com
Click link to request additional product information.
E-mail address:	Webmaster@fbr.com

CATEGORY: MUTUAL FUNDS

Fund | Expenses | Performance | Additional Comments

Fund TOP

Fund name: FBR Financial Services

Symbol: FBRFX

Portfolio contains these types of investments:

Golden West Finl - Washington Mutual - Astoria Finl - Comerica - Charter One Finl - Bank of America - North Fork Bancorp - Washington Federal - FleetBoston Finl - First Union

Minimum Investment: $2,000

1-Year Profit Projection: N/A

Brief fund description:

FBR Financial Services Fund seeks capital appreciation. The fund normally invests at least 65% of assets in equities issued by companies providing financial services to consumers and industry. These companies may include, but are not limited to, commercial banks, savings and loan associations, brokerage companies, insurance companies, and real-estate and leasing companies. On Dec. 18, 1998, Class B and C shares merged into the A shares.

Expenses TOP

Annual expense ratio: 1.88

Tax Efficiency: N/A

Load Type:

None

Load Percentage: N/A

Performance TOP

Performance 3 Months: 13.3

Performance Year to Date: 23.2

Performance 12 Months: 11.3

Performance 3 Years: 6.8

Performance 5 Years: N/A

Additional Comments TOP

Fund Features:

N/A

Fund Strategy:

N/A

Fund | Expenses | Performance | Additional Comments

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