| 57.05 Net Asset Value | +0.26% 1 Day | +16.71% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 1.22% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | +4.79% | 3 years | +13.36% | |
| 3 months | +7.52% | 5 years | +6.50% | |
| 1 year | +20.09% | Since inception | +10.28% |
| FAMVX | Category | |
|---|---|---|
| Performance 5-yr return | +6.50% | +6.62% |
| Expense ratio | 1.22% | 1.38% |
| Risk 5 year sharpe ratio | 0.39 | 0.34 |
| Net assets | $811.9M | $1.1B |
| Average market cap | $7.7B | $7.0B |
| Average P/E | 19.4 | 21.9 |
| Portfolio turnover | 4% | 4% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | FAM |
| Fund manager & tenure | Thomas Putnam / 26 Years |
| Minimal initial investment | $500.00 |
| Minimum IRA investment | $100.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 36.83% |
| Industrial materials | 13.40% |
| Healthcare | 12.60% |
| Consumer service | 12.09% |
| Business service | 9.17% |
| BRO Brown & Brown, Inc. | 6.64% |
| IEX Idex Corporation | 5.08% |
| BRKA Berkshire Hathaway Inc Class A | 4.74% |
| WTM White Mountains Insurance Group Ltd. | 4.31% |
| MD Mednax, Inc. | 4.29% |
| ROST Ross Stores, Inc. | 4.28% |
| MKL Markel Corporation | 4.02% |
| ZBRA Zebra Technologies Corporation | 3.77% |
| -- Brookfield Asset Management Inc Class A | 3.31% |
| YUM Yum Brands Inc | 3.11% |
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