FLMIX

ActiveMin. $1M

Muirfield Fund

Category: Other (5,046 funds)

Expense Ratio
0.99%
Annual Cost per $10K
$99.00
30-Year Fee Drag per $10K
$18,525
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $1M
Trailing 12-Month
+0.13%

Asset Allocation

US Equity
68%
Other
32%

Fee Comparison

FLMIX
0.99%
Other average
0.99%
Other cheapest
0.00%
Index benchmark
0.03%

0% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+0.49%3Y
Compare to

Fee Impact Calculator

$
%
FLMIX at 0.99%$287,988
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$92,624
Cost vs index fund−$89,436

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Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
FLMIXMuirfield Fund0.99%
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CFNFXAmerican Funds Fundamental Investors0.70%
DFGRDimensional Global Real Estate ETF0.22%
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JEPIJPMorgan Equity Premium Income ETF0.35%
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AAFTXAmerican Funds 2035 Target Date Retirement Fund0.67%
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AAHTXAmerican Funds 2045 Target Date Retirement Fund0.69%
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JGLYXJPMorgan Small Cap Growth Fund1.24%
PEIYXPutnam Large Cap Value Fund0.63%
BLNAXBalanced Fund1.13%
TIBOXThornburg Investment Income Builder Fund0.84%
FSSNXFidelity Small Cap Index Fund0.03%
CGLGXAmerican Funds Growth and Income Portfolio0.92%
BLPAXAmerican Funds Moderate Growth and Income Portfolio0.93%
PEMGXMidCap Fund0.93%
SSUSDay Hagan Smart Sector ETF0.77%
CGPAXAmerican Funds Growth Portfolio0.99%
TRMIXT. Rowe Price Mid-Cap Value Fund, Inc.0.71%
ACREXACR Equity International Fund$1M min1.11%
DFSTXU.S. SMALL CAP PORTFOLIO$1M min0.27%
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DFSVXU.S. SMALL CAP VALUE PORTFOLIO$1M min0.31%
FFOJXSelect Technology Portfolio0.91%
IWNiShares Russell 2000 Value ETF0.24%
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WFPRXAllspring Special Mid Cap Value Fund0.70%
MCPRXMFS Mid Cap Growth Fund1.02%
IWOiShares Russell 2000 Growth ETF0.24%
ACROXACR Opportunity Fund$1M min1.26%
FGIDXFidelity Growth and Income Portfolio0.46%
ACIIXEquity Income Fund0.59%
FCAGXFidelity Small Cap Growth Fund0.92%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
HCEMXThe Emerging Markets Portfolio0.46%
FMSHXFranklin Mutual Shares Fund0.70%
IBBiShares Biotechnology ETF0.44%
NLSAXNeuberger Berman Long Short Fund1.68%
FDVLXFidelity Value Fund0.68%
QLDProShares Ultra QQQ0.95%
FEIQXFranklin Equity Income Fund0.50%
CALFPacer US Small Cap Cash Cows 100 ETF0.59%
DFASDimensional U.S. Small Cap ETF0.27%
TRZZXT. Rowe Price Small-Cap Stock Fund, Inc.0.74%
FFDKXFidelity Fund0.42%
FSPHXSelect Health Care Portfolio0.63%
LCBEXClearBridge Dividend Strategy Fund0.66%
FINHXFidelity Equity-Income Fund
PNOBXPutnam Sustainable Leaders Fund0.88%
IRONXIronclad Managed Risk Fund1.28%
CIPAXAmerican Funds Conservative Growth and Income Portfolio0.88%
GARUXGoldman Sachs Absolute Return Tracker Fund0.73%
UPMMXVictory Precious Metals and Minerals Fund1.01%
FDGFXFidelity Dividend Growth Fund1.16%
FKMCXFidelity Mid-Cap Stock Fund1.69%
DFSCXU.S. MICRO CAP PORTFOLIO$1M min0.41%
TMAFXTHRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND0.91%
POGRXPRIMECAP Odyssey Growth Fund0.66%
SSOProShares Ultra S&P5000.89%
FHZTXFidelity Large Cap Stock Fund1.02%
FETKXFidelity Equity Dividend Income Fund0.46%
PNSAXPutnam Small Cap Growth Fund1.17%
FBIOXSelect Biotechnology Portfolio0.63%
POSKXPRIMECAP Odyssey Stock Fund0.67%
VVOAXInvesco Value Opportunities Fund1.27%
HQIFXTHE HARTFORD EQUITY INCOME FUND0.64%
FGRCXFidelity Mega Cap Stock Fund0.47%
SMMDiShares Russell 2500 ETF0.15%
TMSIXTHRIVENT MID CAP STOCK FUND0.74%
JLVMXJPMorgan Large Cap Value Fund0.93%
FCPVXFidelity Small Cap Value Fund1.20%
GSKPXGoldman Sachs Tax-Advantaged Global Equity Portfolio1.22%
ACGIXInvesco Growth and Income Fund0.78%
JAAGXJanus Henderson Enterprise Portfolio$1M min0.97%
MCVSXVictory Integrity Small-Cap Value Fund1.43%
FACDXFidelity Advisor Health Care Fund0.68%
AFNAXBahl and Gaynor Income Growth Fund1.08%
HRSIXHood River Small-Cap Growth Fund1.07%
FCDAXFidelity Stock Selector Small Cap Fund0.85%
AALRXAmerican Beacon Large Cap Value Fund0.62%
GBPAXGlobal Allocation Fund1.59%
NICSXNicholas Fund, Inc.0.70%
FSCRXFidelity Small Cap Discovery Fund0.91%
FVADXFranklin Small Cap Value Fund0.72%
CCASXCONESTOGA SMALL CAP FUND1.10%
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MERFXThe Merger Fund1.56%
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