AMF Large Cap Equity Fund (IICAX) Research

The fund's main objective is to increase the value of your capital, while generating income is a less important, secondary goal. It invests in the stock of U.S. companies that the Adviser believes show strong potential for growth, healthy cash flow, solid earnings, and appealing dividends. The Adviser also targets reasonably priced securities with the potential for significant capital appreciation. Furthermore, the selection process emphasizes companies possessing robust financial health, an attractive return on invested capital, and consistent, long-term earnings expansion.

Market snapshot

Symbol
IICAX
Price
$12.25
Day change
+0.33%
Market cap
$53.5M
P/E ratio
2.74x
52-week range
11.03-12.83
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Appleseed Fund (APPLX)
  • Nuveen Large Cap Select Fund (FLRYX)
  • Live Oak Health Sciences Fund (LOGSX)
  • Matrix Advisors Dividend Fund (MADFX)
  • ProFunds NASDAQ-100 Fund (OTPSX)
  • Paradigm Value Fund (PVFAX)
  • T. Rowe Price Target Retirement 2005 Fund (TRARX)
  • T.Rowe Price Emerging Europe Fund (TREMX)

Open AMF Large Cap Equity Fund (IICAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.