FBR Mutual Funds
The FBR Funds* are a family of nine equity portfolios spanning various market capitalizations and industry sectors. Our goal is to achieve attractive, long-term returns that are balanced and ever mindful of the downside risks associated with equity investing. We are investors in companies, not traders of stocks. Our balance-sheet approach to investing and attention to valuation allows us to offer diversified exposure to the best-run companies with an eye on capital preservation.
“At The FBR Funds, we believe quality mutual funds begin and end with a consistent investment discipline and approach. Our goal is to give your money the best chance to achieve returns that are balanced, mindful of the downside and sustainable over the long-run.”
David Ellison
Chief Investment Officer
The FBR Funds
*Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. This and other important information can be found in the fund's prospectus. To obtain data current to the most recent month-end and a free prospectus, please call 888.200.4710 or visit www.fbrfunds.com. Investment return and principal will fluctuate so that investors’ shares, when redeemed, may be worth more or less than their original costs. Please read the prospectus carefully before investing. The FBR Funds are distributed by FBR Investment Services, Inc., member NASD/SIPC.
*Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. This and other important information can be found in the fund's prospectus. To obtain data current to the most recent month-end and a free prospectus, please call 888.200.4710 or visit www.fbrfunds.com. Investment return and principal will fluctuate so that investors’ shares, when redeemed, may be worth more or less than their original costs. Please read the prospectus carefully before investing. The FBR Funds are distributed by FBR Investment Services, Inc., member NASD/SIPC.
FBR Mutual Funds Leads
- David H. Ellison
President, FBR Fund Advisers; President and Chief Investment Officer of The FBR Funds

