F/m Large Cap Focused FundIAFMX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$80.1M
Expense ratio
1.17%
1-year return
+21.4%
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 Inc | 15.45% |
| NVDA NVIDIA Corp | 11.85% |
| MSFT Microsoft Corp | 6.88% |
| META Meta Platforms Inc | 5.75% |
| NFLX Netflix Inc | 4.35% |
| UPS United Parcel Service Inc | 4.21% |
| AVGO Broadcom Inc | 4.15% |
| F/m US Treasury 6 Month Bill E | 4.13% |
| ALAB Astera Labs Inc | 4.13% |
| DUK Duke Energy Corp | 3.67% |
More on IAFMX.
- IAFMX overview
- IAFMX holdings
- IAFMX risk
- IAFMX costs
- IAFMX money in and out
- IAFMX share classes
- Compare IAFMX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.