IAFMX
IAFLX

F/m Investments Large Cap Focused Funds

Fund Description

The F/m Investments Large Cap Focused Fund (IAFLX/IAFMX) invests primarily in large capitalization US companies with accelerating revenues and earnings. The Fund may also purchase American Depositary Receipts (ADRs) of international companies trading on US exchanges.

Investment Objective

The Fund seeks long-term growth of capital.

Investment Goal

The Fund seeks to invest in companies that exhibit accelerating revenues and earnings as well as technical strength. The Adviser believes the equity securities of such companies are likely to appreciate.

Strategy

QuantActive™, the proprietary strategy of the Fund’s Adviser, seeks to combine the strengths of quantitative and fundamental investment techniques.

Fund Facts

Ticker
IAFLX (Institutional Class)
IAFMX (Investor Class)
Inception
10/3/2016
Objective
Long-Term Growth
Benchmark
S&P 500 Total Return Index and Russell 1000 Total Return Index
Morningstar Category
Large Growth
Minimum Investment
$100,000 (Institutional Class)
$1,000 (Investor Class)
Number of Holdings
30 to 60 (approximate)
Net Expense Ratio
0.90% (Institutional Class)
1.15% (Investor Class)

Documents

Team

Francisco J. Bido
Senior Portfolio Manager
Alexander Morris
Senior Portfolio Manager

For more on this fund contact us

Important Risk Information

As with any mutual fund investment, the Fund’s returns will vary and you could lose money. There can be no assurance that the Fund will be successful in meeting its investment objective.

Large Cap - Larger capitalization companies may be unable to respond quickly to new competitive challenges, such as changes in technology developments and consumer tastes, have fewer opportunities to expand the market for their products or services, and may not be able to attain the high growth rate of successful smaller companies.

Foreign Securities and ADRs - Foreign investments may be affected by changes in a foreign country’s exchange rates, political and social instability, changes in economic or taxation policies, difficulties when enforcing obligations, decreased liquidity, and increased volatility. Foreign companies may be subject to less regulation resulting in less publicly available information about the companies. Depositary receipts are generally subject to the same risks as the foreign securities that they evidence or into which they may be converted.

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call 1-800-617-0004. Read the prospectus or summary prospectus carefully before investing.

Investments involve risk. Principal loss is possible.

Distributed by Quasar Distributors, LLC

Important mutual fund risk information

F/m Investments, LLC is not affiliated with these financial service firms. Their listing should not be viewed as a recommendation or endorsement. By clicking the buttons above you are leaving the F/m Invest website and going to a 3rd party site. F/m Invest is not responsible for content on 3rd party sites.

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F/m Investments, LLC is not affiliated with these financial service firms. Their listing should not be viewed as a recommendation or endorsement. By clicking the buttons above you are leaving the F/m Invest website and going to a 3rd party site. F/m Invest is not responsible for content on 3rd party sites.

Invest Now

Choose your current broker
F/m Investments, LLC is not affiliated with these financial service firms. Their listing should not be viewed as a recommendation or endorsement. By clicking the buttons above you are leaving the F/m Invest website and going to a 3rd party site. F/m Invest is not responsible for content on 3rd party sites.

Invest Now

Choose your current broker
F/m Investments, LLC is not affiliated with these financial service firms. Their listing should not be viewed as a recommendation or endorsement. By clicking the buttons above you are leaving the F/m Invest website and going to a 3rd party site. F/m Invest is not responsible for content on 3rd party sites.

Invest Now

Choose your current broker
F/m Investments, LLC is not affiliated with these financial service firms. Their listing should not be viewed as a recommendation or endorsement. By clicking the buttons above you are leaving the F/m Invest website and going to a 3rd party site. F/m Invest is not responsible for content on 3rd party sites.

Marcin Zdunek

Head trader and Assistant Portfolio Manager
Marcin has over 25 years experience in trading all aspects of Fixed Income; including U.S. Governments, Investment Grade and Below Investment Grade Corporate Bonds, Asset Backed debt, etc. with Insurance Companies, ETF's, RIA's and customized individual bond portfolios.

Justin Jennessy

Director of Portfolio Management / Co-Portfolio Manager
Justin’s 40+ years encompass leadership roles in investment advisory firms, insurance companies, mutual funds, and bank trust departments.

Peter Baden

Chief Investment Office / Lead Portfolio Manager
Peter has over 25 years of investment management experience, encompassing management, mergers and acquisitions, financials institutions, and credit analysis. Peter takes the lead on taxable bond strategies.