F/m Investments Large Cap Focused Fund - Institutional Class (IAFLX) Research
This fund aims to generate significant capital growth over the long term. Its strategy involves acquiring stocks that the Adviser anticipates will increase in value. The portfolio primarily targets large-capitalization U.S. enterprises, but also has the flexibility to invest in American Depository Receipts (ADRs) of non-U.S. companies traded on U.S. exchanges, specifically seeking out those demonstrating accelerating expansion in both profits and sales. At least four-fifths of the fund's net assets are committed to securities with a market valuation, at the point of investment, analogous to companies within the S&P 500® Index. The fund maintains a concentrated investment approach.
Market snapshot
- Symbol
- IAFLX
- Price
- $22.33
- Day change
- +1.87%
- Market cap
- $102.1M
- 52-week range
- 16.56-23.47
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- ProFunds Consumer Services UltraSector Fund Investor Class (CYPIX)
- Frontier MFG Core Infrastructure Fund Service Class (FCIVX)
- Frontier MFG Core Infrastructure Fund Institutional Class (FMGIX)
- Hennessy Large Cap Financial Fund Institutional Class (HILFX)
- F/m Investments Large Cap Focused Fund - Investor Class (IAFMX)
- Manning & Napier Target 2030 Series Class I (MTPIX)
- North Star Dividend Fund Class I (NSDVX)
- Rydex Technology Inv (RYTIX)
Open F/m Investments Large Cap Focused Fund - Institutional Class (IAFLX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.