Fairholme Funds List | Morningstar

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Fairholme Funds List

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Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Morningstar Sustainability Rating	Total Return YTD	Total Return Rank in Category YTD	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
Fairholme Focused Income	FOCIX	Moderately Conservative Allocation			6.68%	4	1.020%	High	No Load	$10,000
Fairholme	FAIRX	Large Value			−0.69%	100	1.000%	Above Average	No Load	$10,000

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

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Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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