PTMAX’s 3-year and 5-year annualized returns are 9.7% and 13.6%, respectively. Its net expense ratio is 0.72%. PTMAX has a Zacks Mutual Fund Rank #1.

Brian Juliano has been the lead manager of FRFAX since March 30, 2011. Most of the fund’s holdings were in companies like Bank of America Corp Junior Securities (3.5%), Citigroup Inc. Junior ...