F/m Large Cap Focused FundIAFLX

MUTUAL FUNDFm
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$80.1M
Expense ratio
0.92%
1-year return
+21.8%
3 years, a year
—
5 years, a year
—
Holdings
23

What it aims to do.

The investment objective of F/m Investments Large Cap Focused Fund (the Fund) is long-term growth of capital.

Top 10 holdings.

Holding% of fund
AAPL Apple Inc15.45%
NVDA NVIDIA Corp11.85%
MSFT Microsoft Corp6.88%
META Meta Platforms Inc5.75%
NFLX Netflix Inc4.35%
UPS United Parcel Service Inc4.21%
AVGO Broadcom Inc4.15%
F/m US Treasury 6 Month Bill E4.13%
ALAB Astera Labs Inc4.13%
DUK Duke Energy Corp3.67%

More on IAFLX.

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