F/m Investments is trading at 19.90 as of the 22nd of July 2025; that is 0.66 percent up since the beginning of the trading day. The fund's open price was 19.77. F/m Investments has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 23rd of April 2025 and ending today, the 22nd of July 2025. Click here to learn more.
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 purchase American Depository Receipts of international companies trading on U.S. More on Fm Investments Large
Fm Investments Large [IAFLX] is traded in USA and was established 22nd of July 2025. F/m Investments is listed under F/m investments, LLC category by Fama And French industry classification. The fund is listed under Large Growth category and is part of F/m investments, LLC family. Fm Investments Large currently has accumulated 57.14 M in assets under management (AUM) with minimum initial investment of 100 K. , while the total return for the last 3 years was 16.52%.
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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 F/m 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 F/m 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 Fm Investments Large 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.
F/m Investments financial ratios help investors to determine whether F/m 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 F/m with respect to the benefits of owning F/m Investments security.