FAM Small Cap Fund Investor Class (FAMFX) Investment Research Dashboard
About FAM Small Cap Fund Investor Class (FAMFX) stock analysis
Get live FAMFX stock price $22.71, comprehensive FAM Small Cap Fund Investor Class stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time FAMFX stock data and investment insights.
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FAM Small Cap Fund Investor Class (FAMFX) Overview
FAM Small Cap Fund Investor Class (FAMFX) is a publicly traded company in the Financial Services sector , specifically within the Asset Management industry . As of the latest trading session, FAMFX trades at $22.71 with a market capitalization of 317.40M . Over the past 52 weeks, FAMFX has traded between $19.89 and $26.18 , with the current price positioned at approximately 45% of this range . ...
Key Takeaways
- Operates in the Financial Services sector (Asset Management)
- Market cap: 317.40M
- Current price: $22.71
- 52-week range: $19.89 - $26.18
- P/E ratio: 66.79
Investment Score
A systematic tri-factor framework (valuation, quality, momentum) using trailing twelve-month fundamentals and current price momentum—aligned with the full investment score dashboard.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
The fund's primary objective is to generate the highest possible long-term capital appreciation for its investors. The investment advisor employs a "value-oriented" methodology when selecting its equity holdings. A significant portion, specifically a...
Company Information
- CEO
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- N/A
Contact Information
- Address
- 384 N Grand St
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Listed on major US exchange (NASDAQ) providing liquidity and transparency
✓ Growth-oriented company with premium valuation (P/E: 66.8)
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for FAM Small Cap Fund Investor Class shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for FAM Small Cap Fund Investor Class
- ⚠Investors should consider how FAM Small Cap Fund Investor Class fits within their overall portfolio allocation
- ⚠Premium valuation (P/E: 66.8) requires strong growth to justify
Market Cap
317.40M
P/E Ratio (TTM)
66.79
Beta
0.91
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
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About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.
Financial Services (1D)
86/100 ⭐⭐⭐⭐⭐
- Overall
- -0.1%
- NYSE
- +0.1%
- NASDAQ
- -0.2%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Consumer Defensive | +1.3% | +3.3% | +2.2% | 29.2 | 88/100⭐⭐⭐⭐⭐ |
| Financial Services | -0.1% | +0.9% | +2.0% | 19.3 | 86/100⭐⭐⭐⭐⭐ |
| Communication Services | +0.4% | -1.6% | +2.0% | 22.2 | 74/100⭐⭐⭐⭐⭐ |
| Healthcare | -0.1% | +0.5% | +0.8% | 23.5 | 72/100⭐⭐⭐⭐⭐ |
| Basic Materials | -0.7% | +0.1% | -1.3% | 24.9 | 60/100⭐⭐⭐⭐ |
| Energy | -0.4% | -2.0% | -2.4% | 19.4 | 51/100⭐⭐⭐ |
| Utilities | -1.5% | -0.5% | -4.9% | 25.4 | 40/100⭐⭐⭐ |
| Real Estate | -1.6% | -1.1% | -3.5% | 29.4 | 36/100⭐⭐ |
| Industrials | -0.4% | -0.5% | -10.7% | 30.5 | 19/100⭐ |
| Consumer Cyclical | -0.3% | -2.3% | -6.5% | 43.1 | 17/100⭐ |
| Technology | -1.9% | -4.0% | -9.4% | 41.9 | 7/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-07-28.