Fairholme Mutual Funds List
Here you can find all mutual funds issued by Fairholme and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.00%
- Avg. 1 Year Return
- 22.10%
- Avg. 5 Year Return
- 8.31%
- Median Risk/Return Score
- 35 / 100
Fairholme Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fairholme Fund | Large Cap Value Equities | Dec 29, 1999 | 1.00% | 9.17% | 9.58% | 0.53% | 32 | ||||||||
| Fairholme Focused Income Fund | High Yield Bonds | Dec 31, 2009 | 1.00% | 6.44% | 6.89% | 1.23% | 38 |
Explore top Fairholme Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Fairholme Mutual funds by Risk/Return Score
The top Fairholme Mutual funds by PortfoliosLab Risk/Return Score are FOCIX (38) and FAIRX (32).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Fairholme Focused Income Fund | 38 | — | Dec 2009 | |
| Fairholme Fund | 32 | — | Dec 1999 |
Best-Performing Fairholme Mutual funds Over 5 Years
The top Fairholme Mutual funds is FOCIX (8.54%).
Across the lineup, Fairholme Mutual funds show an average 1-year return of 22.10% and an average 5-year return of 8.31%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Fairholme Focused Income Fund | 8.54% | — | Dec 2009 | |
| Fairholme Fund | 8.07% | — | Dec 1999 |
Lowest-Cost Fairholme Mutual funds
The top Fairholme Mutual funds is FOCIX (1.00%).
With an average expense ratio of 1.00%, Fairholme Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Fairholme Focused Income Fund | 1.00% | — | Dec 2009 | |
| Fairholme Fund | 1.00% | — | Dec 1999 |
Highest-Yield Fairholme Mutual funds
The top Fairholme Mutual funds is FOCIX (1.23%).
Across the lineup, Fairholme Mutual funds show an average dividend yield of 0.88%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Fairholme Focused Income Fund | 1.23% | — | Dec 2009 | |
| Fairholme Fund | 0.53% | — | Dec 1999 |
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