Fam Small is trading at 26.35 as of the 20th of July 2025; that is 0.64 percent down since the beginning of the trading day. The fund's open price was 26.52. Fam Small has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The investment advisor employs a value approach in making its common stock selections. It invests at least 80 percent 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.. More on Fam Small Cap
Fam Small Cap [FAMDX] is traded in USA and was established 20th of July 2025. Fam Small is listed under FAM category by Fama And French industry classification. The fund is listed under Small Growth category and is part of FAM family. This fund currently has accumulated 328.75 M in assets under management (AUM) with no minimum investment requirementsFam Small Cap is currently producing year-to-date (YTD) return of 0.89%, while the total return for the last 3 years was 11.77%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fam Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fam Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fam Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Fam Small financial ratios help investors to determine whether Fam Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fam with respect to the benefits of owning Fam Small security.