RBB Free Market US Equity Institutional (FMUEX) a Zacks Rank #2 (Buy) invests the majority of its net assets, including any borrowings for investment purposes, in shares of registered, open-end investment companies and exchange-traded funds.
This All Cap Growth fund, as of the last filing, allocates their fund in three major groups; Large Value, Small Value and Small Growth. Further, as of the last filing, DFA INV US LARGE CAP VAL, DFA US SMALL CAP VALUE PTF and DFA US SMALL CAP PORTFOLIO were the top holdings for FMUEX.
The RBB Free Market US Equity Institutional fund, managed by RBB Funds, carries an expense ratio of 0.6%.
FMUEX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 2.2%, 3 year 7.15% and 5 year 11.26%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.
FMUEX’s performance, as of the last filing, when compared to funds in its category was in the top 24% in 1 year, top 32% over the past 3 years, and in the 18% over the past 5 years.
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Zacks Investment Research