FOZXX Mutual Fund

FOZXX Mutual Fund

NAV$1.00

Fund Essentials - as of Aug 30, 2024

Net Assets
$3.6B
Expense Ratio
0.20%
Dividend Yield (Current)
3.43%
Holdings
50
Inception Date
Oct 25, 2004
Fund Family
First American Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+1.75%
1 Year+3.78%
3 Year+4.41%
5 Year+3.21%
10 Year+2.07%

Asset Allocation

Bonds: 100.00%

Top Holdings

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TickerNameWeight
-Treasury Bill 17Sep20246.42%
-United States Of America 0 2024-09-125.23%
-United States Treasury Bill 09/26/20245.02%
-B 09/10/244.60%
-United States Department 0.0% 2024-09-244.59%
Top 10 Concentration: 43.78%Report Date: Aug 30, 2024
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Dividend Summary

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Dividend Yield (Current)
3.43%
Frequency
Monthly
Latest Distribution
$0.00
-

Peer Comparison

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

FOZXX Mutual Fund (First American US Treasury Money Market Fund Class Z) is managed by First American Funds with $3.62B in net assets. FOZXX expense ratio is 0.20%, holding 50 positions across sectors including Financials. Inception date: 2004-10-25.

FOZXX performance shows a YTD return of 1.75%. The 1-year return is 3.78% and the 5-year return is 3.21%. FOZXX dividend yield stands at 3.43%, paid monthly.

FOZXX top holdings include Treasury Bill 17Sep2024 (6.4%), United States Of America 0 2024-09-12 (5.2%), United States Treasury Bill 09/26/2024 (5.0%), B 09/10/24 (4.6%), United States Department 0.0% 2024-09-24 (4.6%). Go to all FOZXX holdings, FOZXX sectors, or FOZXX dividends.

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