Fam Small Cap Fund Quote
| FAMFX Fund | USD 26.02 0.16 0.61% |
PerformanceGood
| Odds Of DistressLow
|
Fam Small is trading at 26.02 as of the 21st of July 2025; that is 0.61% down since the beginning of the trading day. The fund's open price was 26.18. 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 22nd of April 2025 and ending today, the 21st 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
Moving together with Fam Mutual Fund
Fam Mutual Fund Highlights
| Fund Concentration | FAM Funds, Large Funds, Small Growth Funds, Small Growth, FAM (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Fam Small Cap [FAMFX] is traded in USA and was established 21st 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 minimum initial investment of 500. Fam Small Cap is currently producing year-to-date (YTD) return of 0.87%, while the total return for the last 3 years was 10.14%.
Check Fam Small Probability Of Bankruptcy
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.
Top Fam Small Cap Mutual Fund Constituents
| CNXN | PC Connection | Stock | Information Technology | |
| DHIL | Diamond Hill Investment | Stock | Financials | |
| LNN | Lindsay | Stock | Industrials | |
| FTDR | Frontdoor | Stock | Consumer Discretionary | |
| SSB | SouthState | Stock | Financials | |
| PNFP | Pinnacle Financial Partners | Stock | Financials | |
| PAG | Penske Automotive Group | Stock | Consumer Discretionary | |
| OLLI | Ollies Bargain Outlet | Stock | Consumer Discretionary |
Fam Small Cap Risk Profiles
| Mean Deviation | 0.795 | |||
| Semi Deviation | 0.9367 | |||
| Standard Deviation | 1.07 | |||
| Variance | 1.15 |
Fam Small Against Markets
Other Information on Investing in Fam Mutual Fund
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.
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Commodity Directory Find actively traded commodities issued by global exchanges |