Morningstar

F/m Investments Large Cap Focused Fund Institutional Class IAFLX

Morningstar Medalist Rating
Medalist Rating as of | See F/m Acceleration Investment Hub
  • NAV / 1-Day Return 22.29  /  +0.95 %
  • Total Assets 101.3M
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.900%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 132%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:41 AM GMT+0

Morningstar’s Analysis IAFLX

Will IAFLX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IAFLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IAFLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IAFLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

F/m Investments Large Cap Focused Inst holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings IAFLX

More IAFLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 65.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

14.32 15M
Technology

NVIDIA Corp

11.95 12M
Technology

Astera Labs Inc

6.37 7M
Technology

Microsoft Corp

6.18 6M
Technology

Broadcom Inc

5.48 6M
Technology

Advanced Micro Devices Inc

5.40 6M
Technology

Meta Platforms Inc Class A

4.40 4M
Communication Services

Alphabet Inc Class A

4.00 4M
Communication Services

F/m Ultrshrt Trs Infl-Protd Sec TIPS ETF

3.72 4M
—

Amazon.com Inc

3.70 4M
Consumer Cyclical

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