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AMF Large Cap Equity AMF IICAX

Medalist Rating as of | See AMF Investment Hub
  • NAV / 1-Day Return 9.95  /  0.50 %
  • Total Assets 45.7 Mil
  • Adj. Expense Ratio
    1.710%
  • Expense Ratio 1.710%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.46%
  • Turnover 8%

Morningstar’s Analysis IICAX

Will IICAX outperform in future?

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit AMF Large Cap Equity AMF to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings IICAX

  • Current Portfolio Date
  • Equity Holdings 51
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 38.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.35
2,076,502
Technology
4.14
1,972,635
Technology
4.11
1,960,848
Communication Services
4.03
1,922,480
Consumer Defensive
3.95
1,884,620
Technology
3.63
1,733,088
Financial Services
3.57
1,702,272
Technology
3.52
1,678,684
Communication Services
3.40
1,618,850
Technology
3.39
1,616,560
Healthcare