FAMDX Mutual Fund

FAMDX Mutual Fund (FAM Small Cap Fund Institutional Shares) is managed by FAM Funds with $122.3M in net assets. FAMDX expense ratio is 1.15%, holding 29 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2016-01-04.

FAMDX performance shows a YTD return of 4.36%. The 1-year return is -5.84% and the 5-year return is 4.89%. FAMDX dividend yield stands at 3.23%, paid annually.

FAMDX top holdings include Cbiz Inc. (5.6%), Baldwin Insurance Group Inc/The (5.3%), Frontdoor Inc (4.7%), Colliers International Group, Inc. (4.6%), Novanta Inc. Common Stock (4.5%). 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.