Fam value fund.

Oct 31, 2023 · FAMVX Performance - Review the performance history of the FAM Value Investor fund to see it's current status, yearly returns, and dividend history. This is for persons in the US only. Analyze the Fund FAM Value Fund Investor Class having Symbol FAMVX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. The Fund’s full prospectus and Statement of Additional Information, dated May 1, 2023 are incorporated by reference into this summary prospectus. Investment Objective . FAM Value Fund’s investment objective is to maximize long-term return on …The fund was incepted in January 1987 and is managed by Fenimore Asset Management. The objective of the fund is to maximize long-term total return on capital by investing primarily (at least 80% ...

FAM Value Fund seeks to maximize long-term return on capital. FAM Dividend Focus Fund seeks to provide current income as well as long-term capital appreciation by investing primarily (at least 80% of its total assets) in income-producing equity securities.A high-level overview of FAM Value Fund Inst (FAMWX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.Drew Wilson, Co-Manager of FAM Value Fund, discusses the “wealth effect” in an interview. The wealth effect is the notion that changes in consumer asset values (e.g. home, investment portfolio) affect a person’s confidence and willingness to spend.

For the fiscal years ending December 31, 2021, 2020 and 2019, respectively, aggregate commissions paid totaled $120,131, $180,882 and $156,179 for FAM Value Fund. With respect to FAM Dividend Focus Fund, for the fiscal years ending December 31, 2021, 2020 and 2019, respectively, the aggregate commissions paid totaled $18,664, $127,284 and $104,990.

See fees data for FAM Value Fund (FAMVX). Research information including fund fees, cost projections and minimum investments for FAM Value Fund.The Fund’s full prospectus and Statement of Additional Information, dated January 1, 2016, are incorporated by reference into this summary prospectus. Investment Objective. FAM Value Fund’s investment objective is to maximize long-term return on capital. Fees and Expenses of the FundMIME-Version: 1.0 X-Document-Type: Workbook Content-Type: multipart/related; boundary="----=_NextPart_1b52b8a3_639b_4f2a_b196_9671797d46df" This document is a Single File Web PageStart Date. Tenure. Tenure Rank. Jul 17, 2017. 4.87. 4.9%. Andrew P. Wilson, CFA, serves as co-manager of FAM Value Fund. Mr. Wilson is employed by Fenimore as an Investment Research Analyst and joined the firm 2011. He has been actively involved in portfolio management and investment research activities since 1996.Fund Name: Dollar Range of Equity Securities in the Fund: Aggregate Dollar Range of Equity Securities in All Funds Overseen by Trustee in Family of Investment Companies: INDEPENDENT TRUSTEES : Yolanda P. Caldwell* FAM Value Fund. FAM Dividend Focus Fund. FAM Small Cap Fund. $10,001 - $50,000. $10,001 - $50,000. $10,001 - $50,000. $50,0001 ...

COMMON STOCKS - 92.3% (Continued) Shares : Value : Household Durables - 2.2%: Mohawk Industries, Inc. (a) 241,100 $ 29,913,277 : Insurance - 11.6%

The FAM FUNDS currently offer three open-end mutual funds, FAM Value Fund, FAM Equity-Income Fund and FAM Small Cap Fund. Each of the funds is a separate investment series of Fenimore Asset Management Trust (the “Trust”), which is registered with the Securities and Exchange Commission (the “SEC”) as an open-end management …

Oct 31, 2023 · The fund was incepted in January 1987 and is managed by Fenimore Asset Management. The objective of the fund is to maximize long-term total return on capital by investing primarily (at least 80% ... FAM Funds’ in-house Shareholder Services team is available to: Discuss your investment options and the potential advantages of each. Assist you with paperwork. Help you with each step in the process. Contact FAM Funds Shareholder Services at 800.932.3271 or [email protected]. We are available 8:30 a.m to 5:00 p.m. (EST), Monday to Friday.The Fund’s full prospectus and Statement of Additional Information, dated May 1, 2016, supplemented December 31, 2016, are incorporated by reference into this summary prospectus. Investment Objective. FAM Value Fund’s investment objective is to maximize long-term return on capital. Fees and Expenses of the FundFAM Funds Account Login Thomas O. Putnam founded Fenimore in 1974 with two passions: conduct in-depth, firsthand, independent investment research and serve investors with excellence and integrity. Today Fenimore Asset Management, manager of the FAM Funds, is nationally recognized, yet locally rooted and independently owned.FAM Funds. Investor Shares . FAM Value Fund. FAMVX . FAM Dividend Focus Fund. FAMEX . FAM Small Cap Fund. FAMFX . Supplement dated August 27, 2020. to the Prospectus and Statement of Additional Information. each dated May 1, 2020 .

See performance data and interactive charts for FAM Value Fund (FAMVX). Research information including trailing returns and hypothetical growth for FAM Value Fund.We are excited to announce that we are launching a new and improved FAM Funds shareholder portal for online account access! The portal will feature a modern and easy-to-use web interface with enhanced security features. The account access portal will be unavailable from 8:00 a.m. EST Saturday, May 1, to 8:00 a.m. EST Monday, May 3, due to this ... 3 #0 #? % !0 !+" 0#? %!# %/0 0 ? %!# ,.!#" ? @!-/? ! !0 +"0#? B )0 ?! # #? $ @# ? 0)! Created Date: 4/7/2021 2:09:03 PMFAM Value Fund's investment objective is to maximize long-term return. on capital. Fees and Expenses of the Fund: The tables below describe the fees and expenses that ...N-CSR/A 1 n-csr.txt AMENDED FORM N-CSR UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-CSR CERTIFIED SHAREHOLDER REPORT OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-04750 ----- Fenimore Asset Management Trust …FAM VALUE FUND: SCHEDULE OF INVESTMENTS (Continued) MONEY MARKET FUNDS - 3.3%: Shares: Value: Invesco Short-Term Investments Trust - Institutional Class, 2.87% (b) (Cost $43,949,346) : 43,949,346The Fund's past performance (before and after taxes) is not necessarily an indication of how the Fund will perform in the future. Updated performance information may be obtained at the Fund's website www.famfunds.com. FAM VALUE FUND 2004 15.91% 2005 4.62% 2006 7.96% 2007 -1.91% 2008 -30.19% 2009 22.01%

Your Trusted Investment Partner ABOUT US MEET OUR TEAM At Fenimore, people are our greatest advantage. Our associates are conscientious stewards of our investors’ capital and committed to always serving with integrity. Please see our team below. You can search all associates or view by department. Management Investment Research FAM Funds Shareholder Services Fenimore Client […]

The Fund’s full prospectus and Statement of Additional Information, dated May 1, 2022 are incorporated by reference into this summary prospectus. Investment Objective . FAM Value Fund’s investment objective is to maximize long-term return on capital. Fees and Expenses of the FundFAM VALUE FUND [LOGO] EQUITY-INCOME FUND Investor Share Class and Advisor Share Class ANNUAL REPORT December 31, 2006 Table of Contents Chairman's Commentary.....1 FAM Value Fund.....4 Letter to Shareholders.....4 Performance Summary.....8 Portfolio Data.....10 Expense Data.....11 Statement of Investments.....13 …... FAM Value Fund underperformed the DFA Large Value fund by .53% annualized, hardly inspiring the idea of value added associated with skillful management. The ...FAM VALUE FUND [LOGO] EQUITY-INCOME FUND Investor Share Class and Advisor Share Class ANNUAL REPORT December 31, 2007 Table of Contents Chairman's Commentary 1 FAM Value Fund 4 Letter to Shareholders 4 Performance Summary 8 Portfolio Data 10 Expense Data 11 Statement of Investments 13 Statement of Assets and …FAM Value Fund Investor Class + Add to watchlist + Add to portfolio. FAMVX. FAM Value Fund Investor Class. Actions. Add to watchlist; Add to portfolio; …Established in 1987, the FAM Value Fund is one of three mutual funds that Fenimore manages. The FAM Value Fund, with $1.5 billion in assets under management as of September 30, 2021, seeks to maximize long-term return on capital by investing in quality companies with growing cash profits, strong balance sheets, and exceptional …Summary Section. FAM Value Fund: 3: FAM Equity-Income Fund: 6: FAM Small Cap Fund: 9: More About Investment Objectives, Principal Investment Strategies, and Risks: More About InveFAM VALUE, CUSIP 314465105, SYMBOL FAMVX, Small Company. FEDERATED SHORT-TERM US ... FORESTER VALUE FUND, CUSIP 34623P209, SYMBOL FVALX. FORT PITT CAPITAL TOTAL ...

Summary Section. FAM Value Fund: 3: FAM Equity-Income Fund: 6: FAM Small Cap Fund: 9: More About Investment Objectives, Principal Investment Strategies, and Risks: More About Inve

N-CSR/A 1 n-csr.txt AMENDED FORM N-CSR UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM N-CSR CERTIFIED SHAREHOLDER REPORT OF REGISTERED MANAGEMENT INVESTMENT COMPANIES Investment Company Act file number 811-04750 ----- Fenimore Asset Management Trust …

FAM VALUE FUND: SCHEDULE OF INVESTMENTS (Continued) MONEY MARKET FUNDS - 3.3%: Shares: Value: Invesco Short-Term Investments Trust - Institutional Class, 2.87% (b) (Cost $43,949,346) : 43,949,346This supplement updates certain information in the Prospectus and the Statement of Additional Information (“SAI”) with respect to the FAM Value Fund, FAM Dividend Focus Fund, and the FAM Small Cap Fund (collectively the “Funds”) and in the Summary Prospectus to revise information contained therein as described below.... value risk factors to the market risk factor in CAPM. This model considers the fact that value and small-cap stocks outperform markets on a regular basis.FAM VALUE FUND: SCHEDULE OF INVESTMENTS: March 31, 2022 (Unaudited) COMMON STOCKS - 97.5%: Shares: Value: Banks - 4.6%: M&T Bank Corporation : 187,600 : $ 31,798,200 ...Performance charts for FAM Value Fund (FAMVX) including intraday, historical and comparison charts, technical analysis and trend lines.FAM Value Fund Inv (FAMVX) dividend growth history: By month or year, chart. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount.FAM Value Fund Inv (FAMVX) dividend growth history: By month or year, chart. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. FAM Value Fund;Investor | historical charts and prices, financials, and today’s real-time FAMVX stock price.

Analyze the Fund FAM Value Fund Investor Class having Symbol FAMVX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. FAM Value Fund's investment objective is to maximize long-term return on capital. Fees and Expenses of the Fund: The tables below describe the fees and expenses that you may pay if you buy and hold shares of the Fund.Find the latest FAM Value Investor (FAMVX) stock quote, history, news and other vital information to help you with your stock trading and investing.MIME-Version: 1.0 X-Document-Type: Workbook Content-Type: multipart/related; boundary="----=_NextPart_03c8c4b6_4409_47f4_aff0_ad8b5d2d6c73" This document is a Single File Web PageInstagram:https://instagram. wockhardt ltdcell phone tower stocksvanguard mgkngs stock Label Element Value; Prospectus [Line Items] rr_ProspectusLineItems: Document Type: dei_DocumentType: 485BPOS: Document Period End Date: dei_DocumentPeriodEndDate ... dish network amazonbest platform for mutual funds We’re here to serve you! Please call 800.721.5391 to speak with an associate or visit us at our Albany or Cobleskill offices. You may also email us using the form below (for your privacy, do not include account information or social security numbers). *. Please select your preference: FAM Value Fund. 3.65%. 1-YEAR. Mid-Cap Blend. Search Funds. Highest Returns in Small Growth 1 YEAR. 17.55 % Gmo Small Cap Quality Fund ... carvana stoc Your Trusted Investment Partner Solutions Discover Our Funds Fenimore Asset Management, manager of the FAM Funds, adheres to a distinctive investment approach with a commitment to in-depth, proprietary research to manage risk. We are known for: Quality equities Concentrated portfolios Small- and mid-cap securities Low turnover Our in-house investment research and service teams have helped ...Seeking quality in value investing. We seek to generate positive returns over the long term through our conservative approach to value investing.