FAM Small Cap Fund Investor Class (FAMFX) Research
The fund's primary objective is to generate the highest possible long-term capital appreciation for its investors. The investment advisor employs a "value-oriented" methodology when selecting its equity holdings. A significant portion, specifically at least 80%, of the fund's net assets—including any capital borrowed for investment purposes—is committed to securities issued by smaller companies. For the fund's strategy, small-capitalization companies are defined as those entities whose market value, at the time of initial purchase, falls within or below the range of businesses included in the Russell 2000 Index following its most recent rebalancing.
Market snapshot
- Symbol
- FAMFX
- Price
- $21.37
- Day change
- +1.04%
- Market cap
- $411.2B
- 52-week range
- 19.89-26.43
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- William Blair Emerging Markets Small Cap Growth Fund Class I (BESIX)
- Nuveen Mid Cap Value Fund Class C (FACSX)
- Madison Large Cap Fund Class Y (MINVX)
- Victory RS Small Cap Growth Fund - Class A (RSEGX)
- Victory RS Small Cap Growth Fund - Class Y (RSYEX)
- Segall Bryant & Hamill Small Cap Value Fund Retail Class (SBRVX)
- Columbia Select Small Cap Value Fund Class A (SSCVX)
- PGIM QMA Small-Cap Value Fund- Class C (TRACX)
Open FAM Small Cap Fund Investor Class (FAMFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.