See what your fund actually adds
F/m Investments Large Cap Focused Fund Investor Class IAFMX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | IAFMX | Replication |
|---|---|---|
| Annualized growth | 16.0% | 15.1% |
| Annualized volatility | 22.9% | 21.6% |
| Sharpe ratio | 0.76 | 0.76 |
| Maximum drawdown | 37.4% | 33.5% |
| Replication fit (R²) | 0.89 · Tracking error 7.6% | |
Replication portfolio
The published portfolio below is the investable basket used to model IAFMX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VUG | Style · Growth | 52.8% |
| XLK | Sector · Technology | 31.5% |
| XLY | Sector · Cons Discr | 6.2% |
| IWC | Micro Cap | 5.4% |
| MTUM | Factor · Momentum | 4.1% |