IICAX : Asset Management Fund Large Cap Equity Fund Class AMF

IICAX is a US Stocks Market Large Blend with HIGH fees.

IICAX

Asset Management Fund Large Cap Equity Fund Class AMF

FI Score

19 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

10 /10

Market Size

1 /10

19% FI Score
  • iicax
  • Mutual Fund
  • US Stocks
  • Large Blend

Asset Management Fund Large Cap Equity Fund Class AMF

Expenses: 1.77% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks capital appreciation; income is a secondary consideration. The fund invests in equity securities of U.S.-based companies whose growth, cash flow, earnings and dividend prospects are promising and whose securities are reasonably priced and have the potential for capital appreciation in the opinion of the Adviser. The Adviser looks for companies with strong balance sheets, attractive return on capital and sustainable earnings growth.

Largest Holdings

Amount Holding
4.39% Cummins Inc
4.38% Alphabet Inc A
4.28% Microsoft Corp
4.22% Amgen Inc
4.16% UnitedHealth Group Inc
4.10% Intuit Inc
4.06% Mastercard Inc A
3.94% The Home Depot Inc
3.94% Broadcom Inc
3.91% Eli Lilly and Co
3.78% Accenture PLC Class A
3.68% Progressive Corp
3.58% Costco Wholesale Corp
3.36% AT&T Inc
3.31% AbbVie Inc
3.02% Aflac Inc
2.92% Apple Inc
2.82% Procter & Gamble Co
2.49% CSX Corp
2.47% Chevron Corp
2.22% Comcast Corp Class A
1.92% American Tower Corp
1.88% Lockheed Martin Corp
1.58% Bristol-Myers Squibb Company
1.49% Discover Financial Services

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