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Free Market U.s. Equity Fund Institutional Class (FMUEX)

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25.13 +0.22    +0.88%
24/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 4.2B
RBB Free Market US Equity Instl 25.13 +0.22 +0.88%

FMUEX Overview

 
Find basic information about the Free Market U.s. Equity Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add FMUEX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change9.12%
Prev. Close24.91
Risk Rating
TTM Yield0.92%
ROE15.06%
IssuerN/A
Turnover4%
ROA6.19%
Inception Date39447
Total Assets4.2B
Expenses0.54%
Min. InvestmentN/A
Market Cap14.79B
CategoryMid - Cap Value
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Free Market U.s. Equity Fund Institutional Class Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1206 1081 1311 1335 1819 2539
Fund Return 20.61% 8.06% 31.1% 10.11% 12.71% 9.76%
Place in category 162 91 103 174 70 63
% in Category 41 27 30 51 24 27

Top Equity Funds by Matson Money

  Name Rating Total Assets YTD% 3Y% 10Y%
  Free Market International Equity In 3.07B 8.34 5.81 5.04

Top Funds for Mid-Cap Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity Low-Priced Stock 23.66B 13.73 9.20 9.37
  JHancock Disciplined Value Mid Cap 13.12B 18.63 11.15 10.22
  Vanguard Mid-Cap Value Index Admira 13.87B 23.41 9.82 9.43
  Victory Sycamore Established Value6 10.38B 18.33 10.82 11.74
  MFS Mid Cap Value R6 9.4B 22.99 10.60 10.11

Top Holdings

Name ISIN Weight % Last Change %
DFA US Small Cap Value I - 24.84 - -
DFA US Micro Cap I - 15.05 - -
DFA US Small Cap I - 15.02 - -
DFA US Large Cap Value III - 14.89 - -
iShares MSCI USA Value Factor ETF - 9.30 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Strong Buy
Technical Indicators Strong Sell Sell Strong Buy
Summary Sell Neutral Strong Buy
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