F/m Investments Large Cap Focused Fund Investor Class
IAFMX
NASDAQ
| Weiss Ratings | IAFMX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | IAFMX-NASDAQ | Click to Compare |
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| Provider | F/m investments, LLC | |||
| Manager/Tenure (Years) | Francisco J. Bido (8), Alexander R. Morris (5) | |||
| Website | http://www.fmacceleration.com | |||
| Fund Information | IAFMX-NASDAQ | Click to Compare |
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| Fund Name | F/m Investments Large Cap Focused Fund Investor Class | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Oct 03, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | IAFMX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | IAFMX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.50% | |||
| Asset Allocation | IAFMX-NASDAQ | Click to Compare |
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| Cash | 6.30% | |||
| Stock | 93.28% | |||
| U.S. Stock | 93.28% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 0.42% | |||
| U.S. Bond | 0.42% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | IAFMX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.98% | |||
| 30-Day Total Return | 5.36% | |||
| 60-Day Total Return | 14.31% | |||
| 90-Day Total Return | 15.74% | |||
| Year to Date Total Return | 5.73% | |||
| 1-Year Total Return | 15.49% | |||
| 2-Year Total Return | 49.44% | |||
| 3-Year Total Return | 76.01% | |||
| 5-Year Total Return | 114.36% | |||
| Price | IAFMX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | IAFMX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $17.79 | |||
| 1-Month High NAV | $18.37 | |||
| 52-Week Low NAV | $14.10 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $19.60 | |||
| 52-Week High Price (Date) | Dec 24, 2024 | |||
| Beta / Standard Deviation | IAFMX-NASDAQ | Click to Compare |
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| Beta | 1.22 | |||
| Standard Deviation | 22.37 | |||
| Balance Sheet | IAFMX-NASDAQ | Click to Compare |
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| Total Assets | 71.57M | |||
| Operating Ratios | IAFMX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.16% | |||
| Turnover Ratio | 113.00% | |||
| Performance | IAFMX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.95% | |||
| Last Bear Market Total Return | -23.07% | |||