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F/m Investments Large Cap Focused Fund - Investor Class: (MF: IAFMX)

(NASDAQ Mutual Funds) As of Aug 12, 2026 04:56 PM ET

$22.10 USD

+0.29 (1.33%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 30.15 1
3 months 28.28 2
6 months 30.15 1
1 Year 50.26 1
3 Year 30.03 1
5 Year 17.40 1
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jun 30, 2026

1 Year 50.26
5 Year 17.39
10 Year NA
Since Inception 20.89

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 1.45 28.28 NA NA
2025 -10.65 20.39 15.02 0.37
2024 11.05 6.77 2.27 7.06
2023 17.49 14.30 -8.53 14.55
2022 -7.37 -23.07 -7.79 4.14
2021 2.22 11.57 -1.75 12.33

Annual Return

2026202520242023202220212020201920182017
% Total Return 27.2924.1829.8340.71-31.5725.8842.2229.921.2225.53
% Total Return Rel to Index 19.945.964.8114.47-13.37-2.8023.82-1.565.623.74
% Total Return Rel to Peer 20.1811.4710.4417.72-11.873.8222.301.508.094.85
% Perf Quintile vs Peer* 1.001.001.001.005.002.001.003.001.002.00
% Dividends 0.002.020.000.000.000.000.000.040.000.03
% Yield 0.009.800.0010.900.000.000.000.320.000.27
Capital Gains ($) 0.003.201.350.001.784.232.410.540.661.03
Expense Ratio 1.071.151.151.151.151.151.151.151.150.00

* 1 = Top 20%, 5 = Bottom 20%