FormulaFolios US Equity Fund Investor Class (FFIOX) Research
Under typical market circumstances, this fund allocates a minimum of 80% of its total assets, including any borrowed capital for investment, to equity holdings of companies based in the United States. Its primary focus lies in the common and preferred stock of substantial American corporations. To identify investment opportunities, the fund's advisor employs a unique, data-driven three-factor model designed to pinpoint up to 50 individual stocks from the Russell 3000 Index.
Market snapshot
- Symbol
- FFIOX
- Price
- $9.77
- Day change
- 0.00%
- Market cap
- $70.4M
- 52-week range
- 9.77-9.77
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AQR TM Small Cap Momentum Style Fund Class I (ATSMX)
- Columbia Select Global Growth Fund Institutional 2 Class (CADIX)
- Columbia Select Global Growth Fund Class R (COGRX)
- EA Series Trust - Matrix Advisors Value ETF (MAVFX)
- BNY Mellon Focused Equity Opportunities Fund Investor Shares (MFOIX)
- Manning & Napier Target 2025 Series Class I (MTOAX)
- Nuveen Equity Market Neutral Fund Class I (NIMEX)
- Nuveen Equity Market Neutral Fund Class A (NMAEX)
Open FormulaFolios US Equity Fund Investor Class (FFIOX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.