FAFIX Mutual Fund

FAFIX Mutual Fund

NAV$8.73
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Fund Essentials - as of Mar 31, 2026

Net Assets
$1.7B
Expense Ratio
0.52%
Dividend Yield (Current)
4.06%
Holdings
2,093
Inception Date
Dec 29, 2017
Fund Family
PFM Asset Managment LLC
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD-0.36%
1 Year+2.89%
3 Year+4.30%
5 Year+0.08%

Asset Allocation

Stocks: 0.72%
Bonds: 87.58%
Cash: 1.01%
Other: 10.68%
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Top Holdings

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TickerNameWeight
AGGIshares Core U.s. Aggregate7.71%
TLHIshares 10-20 Year Treasury Bond ETF2.95%
-United States Department Of The Treasury 4.63% 02/15/2046 4.631.87%
TFDXXBlackRock Liquidity Funds FedFund Institutional Shares1.01%
T 3.625 05/15/53Us Treasury N/B0.68%
Top 10 Concentration: 16.79%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
4.06%
Frequency
Monthly

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

FAFIX Mutual Fund Overview

FAFIX Mutual Fund (First American Multi-Manager Fixed-Income Fund Class Institutional) is managed by PFM Asset Managment LLC with $1.68B in net assets. FAFIX expense ratio is 0.52%, holding 2093 positions across sectors including Financials, Utilities, Energy. Inception date: 2017-12-29.

FAFIX performance shows a YTD return of -0.36%. The 1-year return is 2.89% and the 5-year return is 0.08%. FAFIX dividend yield stands at 4.06%, paid monthly.

FAFIX top holdings include Ishares Core U.s. Aggregate (7.7%), Ishares 10-20 Year Treasury Bond ETF (3.0%), United States Department Of The Treasury 4.63% 02/15/2046 4.63 (1.9%), BlackRock Liquidity Funds FedFund Institutional Shares (1.0%), Us Treasury N/B (0.7%). Go to all FAFIX holdings, FAFIX sectors, or FAFIX dividends.

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