- What are the top holdings of FAMWX?
- FAM Value Fund holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does FAMWX have?
- FAMWX holds — positions as reported by the fund's most recent disclosure.
- What sectors does FAMWX invest in?
- FAM Value Fund (FAMWX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is FAMWX most exposed to?
- FAMWX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is FAMWX a US-only fund?
- The country allocation card on this page shows FAMWX'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 FAMWX invest in?
- The FAM Value Fund's advisor implements a value-driven investment methodology when selecting its equity holdings. The fund generally aims to maintain a substantial commitment to common stocks and instruments convertible into equity, such as convertible bonds and preferred shares. It possesses the flexibility to invest in companies across the entire spectrum of market capitalizations. Additionally, the fund may allocate capital to both domestic and international issuers, and it has the option to invest in other collective investment schemes, including Exchange-Traded Funds (ETFs).
