F/m Investments Large Cap Focused Inst (IAFLX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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F/m Investments Large Cap Focused Inst
Kansas City, MO 64111
4300 SHAWNEE MISSION PARKWAY, SUITE 100, FAIRWAY, KS, 66205
IDX Funds
(888) 263-5593
Management information
Alexander R. Morris,Lead manager since 19 April 2020
Alexander Morris is the President and Chief Investment Officer of F/m Investments, LLC. Mr. Morris has over 15 years of investment management experience, encompassing portfolio management, trading, mergers and acquisitions, financial institutions, and security analysis, and has served in a number of senior management roles for various financial institutions. He founded F/m Investments, LLC in 2019 and has served as its President and Chief Investment Officer since its inception. Prior to founding the Adviser Mr. Morris founded Rowhouse Capital Partners LLC, a boutique strategic advisory firm to financial institutions and previously served as in various capital markets and corporate development roles with Fortigent LLC, a family office services provider and asset manager, as well as with LPL Financial which acquired Fortigent in 2012. Prior to Fortigent Mr. Morris worked served in various analysis roles for financial institutions.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Growth
Fund familyF/m investments, LLC
Net assets62.35M
YTD return11.80%
Yield0.00%
Morningstar rating★★★★
Inception date2 Oct 2016
Fund operations
Last dividend0.08
Last cap gain4.00
Holdings turnover113.00%
Average for categoryN/A
Fees and expenses
ExpenseIAFLXCategory average
Annual report expense ratio (net)1.16%0.99%
Prospectus net expense ratio1.16%N/A
Prospectus gross expense ratio1.40%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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