IAFMX Mutual Fund (F/m Investments Large Cap Focused Fund Class Investor) is managed by F-m investments with $20.1M in net assets. IAFMX expense ratio is 1.17%, holding 23 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 2016-10-03.

IAFMX performance shows a YTD return of 29.91%. The 1-year return is 50.23% and the 5-year return is 17.38%. IAFMX dividend yield stands at 24.36%, paid annually.

IAFMX 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 IAFMX holdings, sector breakdown, or dividend history.

IAFMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IAFMX alternatives are available via the screener, along with tax-loss harvesting opportunities.