As of 09-30-2018


  • Pursues returns that generally correspond to the S&P 500 Index.
  • Invests primarily in a portfolio of stocks that seeks to replicate the composition of the S&P 500 Index.
  • Serves as a core large-cap stock holding.
  • Features a track record of more than 25 years.

Key Investment Team


Symbol   FMXSX
Fund Number(s)   281
Newspaper Listing   MaxCapS
CUSIP   31420E403
Benchmark   S&P 500 Index
Performance Inception Date   09-07-1993
Fiscal Year-End   10-31

Morningstar Ratings™

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    Funds in Category
Overall 1196
3 Year 1196
5 Year 1058
10 Year 794
Based on risk adjusted total return. The overall rating is derived from a weighted average of the fund’s three-, five-, and ten-year average annual returns, as applicable.

Morningstar Category & Style

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Category Large Blend