The Fairholme Focused Income FundFOCIX

MUTUAL FUNDFairholme
Type
Mutual fund
Peer group
Allocation
Net assets
$217.6M
Expense ratio
1.01%
1-year return
+8.5%
3 years, a year
+11.5%
5 years, a year
+10.5%
Holdings
14

What it aims to do.

The Income Fund seeks current income.

Top 10 holdings.

Holding% of fund
EPD Enterprise Products Partners L.P.33.85%
OZK Bank OZK10.87%
United States Treasury Bills9.17%
United States Treasury Bills6.89%
United States Treasury Bills6.89%
United States Treasury Bills6.87%
WRB W.R. Berkley Corporation6.18%
PGR The Progressive Corporation5.14%
United States Treasury Bills4.59%
Fidelity Colchester Street Trust4.06%

More on FOCIX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.