AMF Large Cap Equity Fund

AMF Large Cap Equity Fundverified

IICAX

Price:

$12.67

Market Cap:

$52.99M

The investment seeks capital appreciation; income is a secondary consideration. The fund invests in equity securities of U.S.-based companies whose growth, cash flow, earnings and dividend prospects are promising and whose securities are reasonably priced and have the potential for capital appreciation in the opinion of the Adviser. The Adviser looks for companies with strong balance sheets, attractive return on capital and sustainable earnings growth.

Industry

Asset Management

IPO Date

2004-06-17

Stock Exchange

NASDAQ

Ticker

IICAX

The ROE as of December 2025 (TTM) for AMF Large Cap Equity Fund (IICAX) is 35.33%

According to AMF Large Cap Equity Fund’s latest financial reports and current stock price. The company's current ROE is 35.33%. This represents a change of 1.02% compared to the average of 3.17% of the last 4 quarters.

AMF Large Cap Equity Fund (IICAX) Historical ROE (quarterly & annually)

How has IICAX ROE performed in the past?

The mean historical ROE of AMF Large Cap Equity Fund over the last ten years is 3.29%. The current 35.33% ROE has changed 972.70% with respect to the historical average. Over the past ten years (40 quarters), IICAX's ROE was at its highest in in the October 2022 quarter at 11.27%. The ROE was at its lowest in in the April 2022 quarter at -1.86%.

Quarterly (TTM)
Annual

Average

3.29%

Median

-0.40%

Minimum

-26.08%

Maximum

37.30%

AMF Large Cap Equity Fund (IICAX) ROE by Quarter and Year

Discovering the peaks and valleys of AMF Large Cap Equity Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 1.37%

Maximum Annual ROE = 37.30%

Minimum Annual Increase = -535.51%

Minimum Annual ROE = -26.08%

Quarterly (TTM)
Annual
YearROEChange
202330.03%-535.51%
2022-6.90%-118.48%
202137.30%1.37%
20202.53%-109.71%
2019-26.08%682.90%
2018-3.33%-133.36%
20179.98%-236.19%
2016-7.33%-51.07%
2015-14.98%-227.94%
201411.71%-50.89%

AMF Large Cap Equity Fund (IICAX) Average ROE

How has IICAX ROE performed in the past?

The current ROE of AMF Large Cap Equity Fund (IICAX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

20.15%

5-year avg

7.38%

10-year avg

3.29%

AMF Large Cap Equity Fund (IICAX) ROE vs. Peers

How is IICAX’s ROE compared to its peers?

AMF Large Cap Equity Fund’s ROE is greater than Appleseed Fund (-11.02%), less than Paradigm Value Fund (0%), greater than WesMark Tactical Opportunity Fund (0%), less than Live Oak Health Sciences Fund (0%), greater than T. Rowe Price Target Retirement 2005 Fund (0%), greater than Matrix Advisors Dividend Fund (0%), greater than Nuveen Large Cap Select Fund (0%), greater than ProFunds NASDAQ-100 Fund (0%), greater than T.Rowe Price Emerging Europe Fund (0%), greater than Value Line Core Bond Fund (0%),

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Frequently asked questions❓

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How does the current ROE for AMF Large Cap Equity Fund (IICAX) compare to its historical average?