IAFLX Mutual Fund

IAFLX Mutual Fund (F/m Investments Large Cap Focused Fund Class Institutional) is managed by F-m investments with $76.5M in net assets. IAFLX expense ratio is 0.92%, holding 24 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2016-10-03.

IAFLX performance shows a YTD return of 13.24%. The 1-year return is 23.70% and the 5-year return is 14.02%. IAFLX dividend yield stands at 24.45%, paid annually.

IAFLX top holdings include Apple, Inc (14.3%), Nvidia Corp. (12.0%), Astera Labs Inc - Common (6.4%), Microsoft Corp 4.100 Feb 06 37 (6.2%), Broadcom Inc (5.5%). 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.