Fam Value Fund Quote
| FAMWX Fund | USD 112.75 0.57 0.50% |
Performance15 of 100
| Odds Of DistressLess than 18
|
Fam Value is trading at 112.75 as of the 4th of December 2024; that is 0.5 percent down since the beginning of the trading day. The fund's open price was 113.32. Fam Value has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Fam Value Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of November 2024 and ending today, the 4th of December 2024. Click here to learn more.
The funds adviser employs a value approach in making its common stock selections. Generally, the adviser will attempt to remain fully invested in common stocks and securities that are convertible into common stocks, such as convertible bonds and convertible preferred stocks. More on Fam Value Fund
Moving together with Fam Mutual Fund
Fam Mutual Fund Highlights
| Fund Concentration | FAM Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, FAM (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Fam Value Fund [FAMWX] is traded in USA and was established 4th of December 2024. Fam Value is listed under FAM category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of FAM family. This fund currently has accumulated 1.52 B in assets under management (AUM) with no minimum investment requirementsFam Value Fund is currently producing year-to-date (YTD) return of 23.35% with the current yeild of 0.0%, while the total return for the last 3 years was 8.39%.
Check Fam Value Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fam Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fam Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fam Value Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fam Value Fund Mutual Fund Constituents
| AZO | AutoZone | Stock | Consumer Discretionary | |
| IPG | Interpublic Group of | Stock | Communication Services | |
| WAT | Waters | Stock | Health Care | |
| APD | Air Products and | Stock | Materials | |
| BRO | Brown Brown | Stock | Financials | |
| CDW | CDW Corp | Stock | Information Technology | |
| EOG | EOG Resources | Stock | Energy | |
| GGG | Graco Inc | Stock | Industrials |
Fam Value Fund Risk Profiles
| Mean Deviation | 0.6401 | |||
| Semi Deviation | 0.59 | |||
| Standard Deviation | 0.8718 | |||
| Variance | 0.76 |
Fam Value Against Markets
Other Information on Investing in Fam Mutual Fund
Fam Value financial ratios help investors to determine whether Fam Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fam with respect to the benefits of owning Fam Value security.
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