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Free Market Fixed Income Instl (FMFIX)

9.99
+0.01
+(0.10%)
As of 8:05:51 AM EDT. Market Open.
Loading Chart for FMFIX
  • Previous Close 9.98
  • YTD Return 1.44%
  • Expense Ratio 0.66%
  • Category Short-Term Bond
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 2.88B
  • Beta (5Y Monthly) 0.39
  • Yield 3.70%
  • 5y Average Return --
  • Holdings Turnover 8.00%
  • Last Dividend 0.01
  • Inception Date Dec 31, 2007

The fund normally invests at least 80% of its net assets, including any borrowings for investment purposes, in shares of registered, open-end investment companies and exchange-traded funds ("ETFs") that have either adopted policies to invest at least 80% of their assets in fixed income securities that the Adviser believes offer the prospect of providing total return, or invest substantially all of their assets in such fixed income securities. It reserves the right to hold up to 100% of its assets as a temporary defensive measure in cash and money market instruments.

Matson Money

Fund Family

Short-Term Bond

Fund Category

2.88B

Net Assets

2007-12-31

Inception Date

Performance Overview: FMFIX

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Trailing returns as of 4/14/2025. Category is Short-Term Bond.

YTD Return

FMFIX
1.44%
Category
0.44%
 

1-Year Return

FMFIX
4.82%
Category
2.65%
 

3-Year Return

FMFIX
2.44%
Category
3.38%
 

5-Year Return

FMFIX
1.23%
Category
2.40%
 

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Holdings: FMFIX

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Sector Weightings

SectorFMFIX
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: FMFIX

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Research Reports: FMFIX

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