IAFLX Mutual Fund
IAFLX Mutual Fund
F/m Investments Large Cap Focused Fund Class Institutional
IAFLX Mutual Fund Overview
IAFLX Mutual Fund (F/m Investments Large Cap Focused Fund Class Institutional) is managed by F-m investments with $77.7M in net assets. IAFLX expense ratio is 0.92%, holding 23 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 2016-10-03.
IAFLX performance shows a YTD return of 15.76%. The 1-year return is 46.49% and the 5-year return is 17.04%. IAFLX dividend yield stands at 23.92%, paid annually.
IAFLX top holdings include Apple Inc (15.4%), Nvidia Corp (11.8%), Microsoft Corp 4.100 Feb 06 37 (6.9%), Meta Platforms, Inc. (5.8%), Netflix Inc (4.3%). View all IAFLX holdings, sector breakdown, or dividend history.
IAFLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IAFLX alternatives are available via the screener, along with tax-loss harvesting opportunities.