IAFLX Mutual Fund
IAFLX Mutual Fund
F/m Investments Large Cap Focused Fund Class Institutional

IAFLX Mutual Fund Overview
IAFLX Mutual Fund (F/m Investments Large Cap Focused Fund Class Institutional) is managed by F-m investments with $79.2M in net assets. IAFLX expense ratio is 0.92%, holding 23 positions across sectors including Information Technology, Communication Services, Unknown. Inception date: 2016-10-03.
IAFLX performance shows a YTD return of 18.28%. The 1-year return is 57.29% and the 5-year return is 18.92%. IAFLX dividend yield stands at 23.41%, paid annually.
IAFLX top holdings include Apple Inc Sedol 2046251 (15.4%), NVIDIA Corporation (11.8%), Mircosoft Corp. (6.9%), Meta Platforms, Inc. (5.8%), Netflix Inc - Common (4.3%). View all IAFLX holdings, sector breakdown, or dividend history.
IAFLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IAFLX alternatives are available via the screener, along with tax-loss harvesting opportunities.