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FAM Dividend Focus Fund Investor FAMEX

Quantitative rating as of | See FAM Investment Hub
  • NAV / 1-Day Return 48.58  /  0.98 %
  • Total Assets 594.8 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.230%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Growth
  • Min. Initial Investment 500
  • Status Open
  • TTM Yield 0.20%
  • Turnover 4%

Morningstar’s Analysis FAMEX

Will FAMEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.



A sound investment process and strong management team underpin FAM Dividend Focus Fund Investor's Morningstar Quantitative Rating of Gold. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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