IAFLX Mutual Fund

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, Communication Services, Financials. 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%). Go to all IAFLX holdings, IAFLX sectors, or IAFLX dividends.

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