IAFMX Mutual Fund
IAFMX Mutual Fund
F/m Investments Large Cap Focused Fund Class Investor

IAFMX Mutual Fund Overview
IAFMX Mutual Fund (F/m Investments Large Cap Focused Fund Class Investor) is managed by F-m investments with $20.5M in net assets. IAFMX expense ratio is 1.17%, holding 23 positions across sectors including Information Technology, Communication Services, Unknown. Inception date: 2016-10-03.
IAFMX performance shows a YTD return of 32.71%. The 1-year return is 61.10% and the 5-year return is 19.26%. IAFMX dividend yield stands at 23.85%, paid annually.
IAFMX 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 IAFMX holdings, sector breakdown, or dividend history.
IAFMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IAFMX alternatives are available via the screener, along with tax-loss harvesting opportunities.