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F/m Investments Large Cap Focused Fund (IAFMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
11.54-0.29 (-2.45%)
At close: 06:45PM EST

F/m Investments Large Cap Focused Fund

M3Sixty Advisors, LLC

4520 Main Street, Suite 1425

Kansas City, MO 64111

(888) 263-5593
Management Information
Alexander R. Morris,Lead Manager since April 19, 2020
Mr. Morris is a founder and partner in KBC as well as a founder and Managing Director of Rowhouse Capital Management since 2015. Previously, Mr. Morris was at Fortigent, LLC, joining in the firm in 2011 and where he served in a corporate development role, developing and executing a new business strategy and product offering as well as leading significant aspects of the firm’s successful sale to LPL Financial. Mr. Morris began his career in 2006 with Europe-based alternative asset manager Caliburn Capital Partners, where he helped to establish four class-leading investment funds, open offices in North America and Asia. Caliburn’s flagship Strategic and Global Inefficiencies fund invested in emerging asset managers. In 2008, Mr. Morris joined Longville Investments, a private equity firm supporting European family offices with fundamental analysis, transaction execution and long term capital management. In 2009, Mr. Morris returned to the US to launch the family office practice of Pacific Capital Bancorp, and to define the bank’s wealth management strategy. Mr. Morris then joined the Financial Services Practice of Hitachi Consulting Corp. as a senior level business consultant advising clients on corporate strategy and acquisitions.
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. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyF/m investments, LLC
Net Assets66.12M
YTD Return2.23%
Morningstar Rating★★★★
Inception DateOct 2, 2016

Fund Operations

Last Dividend0.01
Last Cap Gain27.00
Holdings Turnover139.00%
Average for CategoryN/A

Fees & Expenses

ExpenseIAFMXCategory Average
Annual Report Expense Ratio (net)1.15%N/A
Prospectus Net Expense Ratio1.15%N/A
Prospectus Gross Expense Ratio1.50%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A