FAMDX Mutual Fund

FAMDX Mutual Fund (FAM Small Cap Fund Institutional Shares) is managed by FAM Funds with $133.5M in net assets. FAMDX expense ratio is 1.15%, holding 26 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2016-01-04.

FAMDX performance shows a YTD return of 3.14%. The 1-year return is -3.75% and the 5-year return is 3.06%. FAMDX dividend yield stands at 3.27%, paid annually.

FAMDX top holdings include Exlservice Holdings, Inc. (A) (5.9%), Colliers International Group, Inc. (5.4%), Siteone Landscape (5.0%), Trisura Group Ltd (5.0%), Cbiz Inc. (4.9%). Go to all FAMDX holdings, FAMDX sectors, or FAMDX dividends.

FAMDX can be compared against other funds. Use FAMDX overlap to find shared positions, or FAMDX vs another fund for a side-by-side view. FAMDX alternatives are available via the screener, along with tax-loss harvesting opportunities.