F/m Investments Large Cap Focused Fund - Investor Class (IAFMX) Research

The fund aims to achieve its financial targets by investing in stocks that its management anticipates will increase in value. It primarily targets shares of large American corporations but also has the flexibility to acquire American Depository Receipts (ADRs) from international firms traded on U.S. exchanges. A substantial portion, specifically no less than 80% of its total assets, will be allocated to large-capitalization company securities. This investment vehicle is structured as a non-diversified portfolio.

Market snapshot

Symbol
IAFMX
Price
$21.69
Day change
+1.88%
Market cap
$102.1M
52-week range
16.09-22.91
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 - Institutional Class (IAFLX)
  • Manning & Napier Target 2030 Series Class I (MTPIX)
  • North Star Dividend Fund Class I (NSDVX)
  • Rydex Technology Inv (RYTIX)

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