- What does IAFLX invest in?
- The Fund seeks long-term growth of capital. The Fund seeks to achieve its investment objective by purchasing equity securities that the Adviser believes are likely to appreciate. It generally seeks to purchase equity securities of large capitalization U.S. companies and may invest across different industries and sectors.
- What is the expense ratio of IAFLX?
- F/m Investments Large Cap Focused Inst (IAFLX) charges an expense ratio of 0.92%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is IAFLX?
- F/m Investments Large Cap Focused Inst (IAFLX) manages $100.5M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is IAFLX actively managed or an index fund?
- IAFLX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was IAFLX launched?
- F/m Investments Large Cap Focused Inst (IAFLX) launched in October 2016 and is managed by the fund issuer.
- How has IAFLX performed?
- IAFLX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
