F/m Investments Large Cap Focused Fund
About the fund
The F/m Investments Integrated Alpha Fund invests in large capitalization US companies whose per share intrinsic value has diverged significantly from the current market price of its stock. The Fund generally seeks to purchase the common stock of companies that are constituents of the S&P 500® Index.
The Fund seeks long-term growth of capital.
Management seeks to purchase large capitalization equity securities of US companies in the S&P 500® Index that we believe are undervalued and likely to appreciate.
COGVX (Institutional Class)
COGLX (Investor Class)
Objective– Absolute Returns
Benchmark– S&P 500 Total Return Index
Morningstar Category– Large Value
$100,000 (Institutional Class)
$1,000 (Investor Class)
Fund Assets– $36.473 million
Number of Holdings– xx
Gross Expense Ratio: 2.71% (Institutional Class) 2.96% (Investor Class) Net Expense Ratio: 1.82% (Institutional Class) 2.07% (Investor Class)
Statement of Additional Information (SAI)
Forms and Applications
Traditional and Roth Individual Retirement Account
Simple Individual Retirement Account
Coverdell Education Savings Account
Other Forms To Come…