IAFMX Mutual Fund
IAFMX Mutual Fund
IAFMX Mutual Fund
Emerald Large Cap Focused Fund Class Investor
IAFMX Mutual Fund Overview
IAFMX Mutual Fund (Emerald Large Cap Focused Fund Class Investor) is managed by F-m investments with $21.1M in net assets. IAFMX expense ratio is 1.17%, holding 28 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2016-10-03.
IAFMX performance shows a YTD return of 33.13%. The 1-year return is 21.36% and the 5-year return is 5.89%.
IAFMX top holdings include Apple, Inc (13.9%), Nvidia Corp (11.3%), First Am Treas Obli-X (6.4%), Microsoft Corp (5.8%), Advanced Micro Devices Inc (5.4%). Go to all IAFMX holdings, IAFMX sectors, or IAFMX dividends.
IAFMX can be compared against other funds. Use IAFMX overlap to find shared positions, or IAFMX vs another fund for a side-by-side view. IAFMX alternatives are available via the screener, along with tax-loss harvesting opportunities.