FAMFX : FAM Small Cap Fund Investor Class

FAMFX is a US Stocks Market Small Blend with HIGH fees.

FAMFX

FAM Small Cap Fund Investor Class

FI Score

30 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

30% FI Score
  • famfx
  • Mutual Fund
  • US Stocks
  • Small Blend

FAM Small Cap Fund Investor Class

Expenses: 1.28% (Better than 0% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks to maximize long-term return on capital. The investment advisor employs a "value approach" in making its common stock selections. It invests at least 80% of its net assets plus the amount of any borrowings for investment purposes in securities of small-cap companies. The investment advisor considers small-cap companies to be those issuers that, at the time of initial purchase, have a market capitalization that is within or below the range of companies in the Russell 2000 Index as of the latest reconstitution.

Largest Holdings

Amount Holding
5.96% CBIZ Inc
5.48% Hostess Brands Inc Class A
5.22% Frontdoor Inc
4.96% ExlService Holdings Inc
4.64% Nomad Foods Ltd
4.41% Landstar System Inc
4.40% Monro Inc
4.39% Entegris Inc
4.16% Choice Hotels International Inc
3.98% FRP Holdings Inc
3.84% Colliers International Group Inc
3.73% Carriage Services Inc
3.71% Boston Omaha Corp Class A
3.47% Pinnacle Financial Partners Inc
3.45% Franklin Electric Co Inc
3.32% Natus Medical Inc
3.27% Healthcare Services Group Inc
3.20% Penske Automotive Group Inc
3.16% Floor & Decor Holdings Inc
2.24% ONE Gas Inc
2.22% CenterState Bank Corp
2.08% The Descartes Systems Group Inc
2.08% South State Corp
1.69% White Mountains Insurance Group Ltd
1.68% Thermon Group Holdings Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo