F/m Investments Large Cap Focused Inst
IAFLX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- CEO
- Seth Bernstein
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- MILWAUKEE WI 53202 Nashville TN United States of America 37203
- IPO Date
- Oct 3, 2016
- CIK
- 0001643838
- Website
- alliancebernstein.com
- Similar Companies
- Business
- F/m Investments Large Cap Focused Fund - Institutional Class (IAFLX) is a non-diversified open-end mutual fund that seeks long-term growth of capital by investing primarily in equity securities of large capitalization U.S. companies exhibiting accelerating revenues, earnings growth, and technical strength; it may also invest in American Depositary Receipts (ADRs) of international companies trading on U.S. exchanges and maintains at least 80% of its net assets in securities comparable in market capitalization to those in the S&P 500 Index. The fund employs the proprietary QuantActive™ strategy, which combines quantitative and fundamental investment techniques to identify securities likely to appreciate, with a portfolio that as of recent holdings includes significant allocations to technology sector names such as NVIDIA Corporation, Palantir Technologies Inc., and Apple Inc., alongside money market instruments like the First American Treasury Obligations Fund. Managed by F/m Investments LLC, an independent asset management firm headquartered in Washington, D.C., the fund operates within the large growth equity segment, targeting institutional and individual investors through Institutional Class shares requiring a $100,000 minimum investment and featuring a 0.90% expense ratio. The fund, launched on October 3, 2016, as part of The RBB Fund, Inc., underwent a significant reorganization on October 27, 2023, when its predecessor series from F/m Funds Trust was reorganized into the current series in a tax-free transaction, ensuring continuity of financial statements and operations. More recently, effective June 30, 2025, the fund updated its mailing address for shareholder transactions to U.S. Bank Global Fund Services in Kansas City, Missouri, reflecting operational enhancements in administration and transfer agency services. F/m Investments LLC, the adviser, has expanded its offerings with new ETF launches including the ZMUN F/m Ultrashort Tax-Free Municipal ETF for short-duration tax-exempt income, the Compoundr Series ETFs designed to mitigate dividend tax drag, and others in the US Treasury, Credit, and High Yield series, alongside recognition as MMI/Barron's Asset Manager of the Year for innovative solutions. These developments underscore the firm's strategic focus on fixed income, tax-efficient strategies, and separately managed accounts, complementing its mutual fund lineup without reported acquisitions, funding rounds, or partnerships specific to IAFLX in the last 1-2 years.