About IAFMX
F/m Investments Large Cap Focused Fund Investor Class is a mutual fund that primarily targets large capitalization U.S. companies, seeking long-term growth of capital. The fund allocates at least 80% of its net assets to equities of large-cap firms, often selecting companies that demonstrate accelerating revenues and earnings performance. Employing a focused strategy, it typically holds a concentrated portfolio, with a significant proportion of assets in its top holdings, which commonly feature major technology and consumer cyclical sector leaders such as NVIDIA, Apple, Amazon, and Tesla. This non-diversified approach allows for a strong emphasis on growth-oriented stocks, but also exposes the fund to higher volatility relative to more broadly diversified peers. In addition to domestic equities, the fund may invest in foreign securities, including American Depositary Receipts, to capture additional growth opportunities. Managed by F/m Investments, the fund serves investors aiming to participate in the potential upside of leading large-cap growth companies within the U.S. equity market while accepting the inherent risks of concentrated sector and stock exposure.
Fund Family Emerald
Category Large Growth
Performance Rating Above Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol IAFMX
Share Class Investor Shares
Index Russell 1000 TR USD
IAFMX had a total return of 20.55% in the past year, including dividends. Since the fund's
inception, the average annual return has been 20.88%.
