- What are the top holdings of FAMFX?
- FAM Small Cap Fund Investor Class holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does FAMFX have?
- FAMFX holds — positions as reported by the fund's most recent disclosure.
- What sectors does FAMFX invest in?
- FAM Small Cap Fund Investor Class (FAMFX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is FAMFX most exposed to?
- FAMFX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is FAMFX a US-only fund?
- The country allocation card on this page shows FAMFX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does FAMFX invest in?
- The fund's primary objective is to generate the highest possible long-term capital appreciation for its investors. The investment advisor employs a "value-oriented" methodology when selecting its equity holdings. A significant portion, specifically at least 80%, of the fund's net assets—including any capital borrowed for investment purposes—is committed to securities issued by smaller companies. For the fund's strategy, small-capitalization companies are defined as those entities whose market value, at the time of initial purchase, falls within or below the range of businesses included in the Russell 2000 Index following its most recent rebalancing.
