First American Investment Fund Quote

FSCCX Fund  USD 30.99  0.28  0.90%   

Performance

Very Weak

 
Weak
 
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Odds Of Distress

Low

 
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Low
First American is trading at 30.99 as of the 23rd of March 2025; that is 0.9 percent decrease since the beginning of the trading day. The fund's open price was 31.27. First American has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities of small-capitalization value companies. Small-capitalization companies are defined as companies that have market capitalizations within the market capitalization range of the companies in the Russell 2000 Index on the last business day of the month in which its most recent reconstitution was completed.. More on First American Investment

Moving together with First Mutual Fund

  0.97EMGRX Nuveen Small CapPairCorr

Moving against First Mutual Fund

  0.42NPSFX Nuveen Preferred SecPairCorr
  0.42NPSRX Nuveen Preferred SecPairCorr
  0.4NPSAX Nuveen Preferred SecPairCorr
  0.39NPSCX Nuveen Preferred SecPairCorr

First Mutual Fund Highlights

Fund ConcentrationNuveen Funds, Large Funds, Small Value Funds, Small Value, Nuveen, Large, Small Value (View all Sectors)
Update Date31st of March 2025
First American Investment [FSCCX] is traded in USA and was established 23rd of March 2025. First American is listed under Nuveen category by Fama And French industry classification. The fund is listed under Small Value category and is part of Nuveen family. This fund currently has accumulated 2.66 B in assets under management (AUM) with no minimum investment requirementsFirst American Investment is currently producing year-to-date (YTD) return of 0.31% with the current yeild of 0.02%, while the total return for the last 3 years was 3.84%.
Check First American 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 First 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 First 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 First American Investment 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 First American Investment Mutual Fund Constituents

PUMPProPetro Holding CorpStockEnergy
VACMarriot Vacations WorldwideStockConsumer Discretionary
AVTAvnet IncStockInformation Technology
STAGSTAG IndustrialStockReal Estate
AMNAMN Healthcare ServicesStockHealth Care
DKDelek EnergyStockEnergy
RNSTRenasantStockFinancials
BANRBannerStockFinancials
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First American Top Holders

MHELXMh Elite SmallMutual FundAllocation--85%+ Equity
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First American Investment Risk Profiles

First American Against Markets

Other Information on Investing in First Mutual Fund

First American financial ratios help investors to determine whether First 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 First with respect to the benefits of owning First American security.
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