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FAM

FAM Parent Rating

Above Average

FAM earns an Above Average Parent Pillar rating because of its ability to stand out in an increasingly competitive field.

Portfolio managers at FAM have worked to align their interests with investors' by taking a personal stake and investing alongside them. Nearly 100% of the firm’s assets are represented by a manager who invests at least$ 1 million in their own product. FAM has proven successful at retaining portfolio management talent, and providing continuity for strategies, as displayed by low turnover compared with peers over the past five years. Lofty fees for the firm's open-end and exchange-traded funds are a weakness, contributing negatively to FAM's rating and creating a larger performance hurdle. The firm's fund fees, on average, fall within the second most-expensive quintile of similarly distributed strategies.

FAM Investments

Mutual Funds

See All FAM Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

2.80 Bil

Investment Flows (TTM)

−19.50 Mil

Asset Growth Rate (TTM)

−0.86%

# of Share Classes

5
Morningstar Rating # of Share Classes
2
3
0
0
0
Not Rated 0

Quick Definitions: Key Morningstar Terms

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