US Large-Cap Core
AAMA Equity Fund
Last updated: 2026-03-13
The Verdict
AAMA Equity Fund charges an expense ratio of 1.15%. On a $100,000 portfolio, that's $1,150 per year in fees. Supreme.PM's decoded model provides similar exposure at a fraction of the cost, potentially saving $900 per year.
Expense Ratio
1.15%
Star Rating
4/ 5
Market Beta
0.84
Supreme.PM Cost
0.25%
Annual platform fee
Fee Analysis
AAMA Equity Fund charges 1.15% annually. Supreme.PM offers equivalent exposure for 0.25%, a savings of 0.90 percentage points.
Data sources: Refinitiv Lipper, SEC EDGAR Filings, Supreme.PM Analytics
Past performance does not guarantee future results. Model returns are backtested and may not reflect actual trading conditions.
Related
US Large-Cap Core Category
Browse all US Large-Cap Core funds
US Large-Cap Core Rankings
Top-rated US Large-Cap Core funds
Our Methodology
How we decode fund strategies
Invesco Charter Fund
3-star rated
American Funds Fundamental Investors
5-star rated
Nationwide BNY Mellon Dynamic US Core Fund
4-star rated
Touchstone Large Cap Focused Fund
4-star rated
ClearBridge Appreciation Fund
3-star rated
Frequently Asked Questions
What is the expense ratio of AAMA Equity Fund?
AAMA Equity Fund has an expense ratio of 1.15%. Supreme.PM's decoded model provides similar exposure at a significantly lower cost.
How does Supreme.PM replicate AAMA Equity Fund?
Supreme.PM uses AI to analyze the fund's holdings and trading patterns, creating a decoded model that tracks the fund's performance.
What are the risks of fund replication?
While our models aim for high correlation, they may not perfectly match the fund's returns due to timing differences in rebalancing, transaction costs, and disclosure delays. Backtested results may not reflect future performance.
Get This Strategy
Start investing with Supreme.PM's decoded model and save on fees while capturing similar returns.