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FAM Dividend Focus Fund Investor FAMEX

Quantitative rating as of
NAV / 1-Day Return
50.85  /  0.66 %
Total Assets
632.1 Mil
Adj. Expense Ratio
1.250%
Expense Ratio
1.250%
Fee Level
Above Average
Longest Manager Tenure
25.68 years
Category
Mid-Cap Blend
Investment Style
Mid Blend
Min. Initial Investment
500
Status
Open
TTM Yield
0.11%
Turnover
25%
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Morningstar’s Analysis

Will FAMEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The number of funds that receive a Morningstar Analyst Rating is limited by the size of the Morningstar analyst team. To expand the number of funds we cover, we have developed a machine-learning model that uses the decision-making processes of our analysts, their past ratings decisions, and the data used to support those decisions. The machine-learning model is then applied to the “uncovered” fund universe to create the Morningstar Quantitative Rating (denoted on this page by a ), which is analogous to the rating a Morningstar analyst might assign to the fund if an analyst covered the fund. These quantitative rating predictions make up what we call the Morningstar Quantitative Rating™ for funds. Click here for more on how to use these ratings.

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