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 $16.3M in net assets. IAFMX expense ratio is 1.17%, holding 22 positions across sectors including Information Technology, Communication Services, Unknown. Inception date: 2016-10-03.
IAFMX performance shows a YTD return of 9.04%. The 1-year return is 33.71% and the 5-year return is 15.77%. IAFMX dividend yield stands at 30.11%, paid annually.
IAFMX top holdings include Apple Inc (18.2%), Nvidia Corp. (10.2%), Us Treasury 6 Month Bill Etf (6.0%), Amazon.Com Inc (5.7%), First Am Treas Obli-X (5.0%). View all IAFMX holdings, sector breakdown, or dividend history.
IAFMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IAFMX alternatives are available via the screener, along with tax-loss harvesting opportunities.