Fam Value is trading at 101.52 as of the 23rd of November 2025; that is 2.50 percent up since the beginning of the trading day. The fund's open price was 99.04. Fam Value has about a 21 % 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 4th of December 2023 and ending today, the 23rd of November 2025. 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
Fam Value Fund [FAMVX] is traded in USA and was established 23rd of November 2025. 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 minimum initial investment of 500. Fam Value Fund is currently producing year-to-date (YTD) return of 5.77%, while the total return for the last 3 years was 13.63%.
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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.
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.