First Foundation Advisors

Statistics as of May 01, 2025

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Found total of 2 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return ▼1yr ReturnTotal Assets6M Money Flow
Moderately Aggressive Allocation
Expense Ratio
0.97%
TTM Yield
5.3%
3yr Sharpe
0.35
YTD Return
1.8%
3yr Return
28.9%
1yr Return
2.5%
Total Assets
$85M
6M Money Flow
-$15M
Intermediate Core-Plus Bond
Expense Ratio
1.10%
TTM Yield
4.3%
3yr Sharpe
-0.26
YTD Return
1.8%
3yr Return
8.0%
1yr Return
6.5%
Total Assets
$76M
6M Money Flow
-$8M