IAFMX Mutual Fund
IAFMX Mutual Fund
IAFMX Mutual Fund
F/m Investments Large Cap Focused Fund Class Investor
IAFMX Mutual Fund Overview
IAFMX Mutual Fund (F/m Investments Large Cap Focused Fund Class Investor) is managed by F-m investments with $21.2M in net assets. IAFMX expense ratio is 1.17%, holding 24 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2016-10-03.
IAFMX performance shows a YTD return of 27.06%. The 1-year return is 25.73% and the 5-year return is 14.16%. IAFMX dividend yield stands at 24.91%, paid annually.
IAFMX top holdings include Apple, Inc (14.3%), Nvidia Corp. (12.0%), Astera Labs Inc (6.4%), Microsoft Corp (6.2%), Broadcom Inc (5.5%). Go to all IAFMX holdings, IAFMX sectors, or IAFMX dividends.
IAFMX can be compared against other funds. Use IAFMX overlap to find shared positions, or IAFMX vs another fund for a side-by-side view. IAFMX alternatives are available via the screener, along with tax-loss harvesting opportunities.