F/m Investments Large Cap Focused Inv 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.
F/m Investments Large Cap Focused Fund Investor Class IAFMX
- NAV / 1-Day Return 21.06 / +0.24 %
- Total Assets 98.6M
-
Adj. Expense Ratio
1.170%
- Expense Ratio 1.150%
- Distribution Fee Level High
- Share Class Type No Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 132%
USD | NAV as of Jun 08, 2026 | 1-Day Return as of Jun 08, 2026, 10:46 PM GMT+0
Morningstar’s Analysis IAFMX
Will IAFMX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the IAFMX 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 IAFMX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 66.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Apple Inc | 13.80 | 13M | Technology |
NVIDIA Corp | 12.53 | 12M | Technology |
Advanced Micro Devices Inc | 7.00 | 6M | Technology |
Microsoft Corp | 6.21 | 6M | Technology |
Broadcom Inc | 5.68 | 5M | Technology |
First American Treasury Obligs X | 5.44 | 5M | Cash and Equivalents |
Meta Platforms Inc Class A | 4.72 | 4M | Communication Services |
Alphabet Inc Class A | 4.49 | 4M | Communication Services |
Amazon.com Inc | 4.02 | 4M | Consumer Cyclical |
Astera Labs Inc | 4.01 | 4M | Technology |
United States