FDX ADVISORS INC. Overview

Fdx Advisors Inc. is an investment advisor that manages 3.7 BN dollars in regulatory AUM and has 90 employees, of which 22 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 65% of the manager's regulatory AUM.

FDX ADVISORS INC. StockAlpha

-3.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

FDX ADVISORS INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AGG 3.59% ETF -3.06% -0.15% 0 3%
USMV 3.37% ETF -0.92% -0.14% 1 5%
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FEATURED IN
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FDX ADVISORS INC. Founders and Key Employees

Name Title In Position Since
Joseph N. Mrak President/Chairman July-2008
Shari Hensrud Chief Investment Officer September-2011
John F. Carey Chief Operating Officer January-2013
Mark A. Herman Chief Financial Officer January-2012
Robert F. Mehringer Executive Vice President, Advisory Services February-2013
David A. Chandler Chief Compliance Officer April-2015

FDX ADVISORS INC. Brokers, Custodians, Auditors and Administrators

Type Company

FDX ADVISORS INC. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The Registrant may utilize the following methods of investment analysis:
 Qualitative Analysis – Registrant’s research team engages investment managers with questionnaires, conference calls, site visits and utilizes third-party databases to ensure managers (Alpha Providers) continue to meet thresholds established by Registrant. Analysis includes a review of the firm, the people, and the product, and can include criteria such as:
i. Ownership/structural changes ii. Operational/trading problems iii. Legal/Regulatory issues
iv. Key personnel turnover – (i.e., CIO, portfolio manager, etc.)
v. Investment style drift
 Quantitative Analysis – Registrant’s research team utilizes third-party analytical tools, in addition to its own proprietary database to assess the manager’s performance and risk. The analytical tools include both, holdings-based attribution tools, a...
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FDX ADVISORS INC. Portfolio Concentration

FDX ADVISORS INC. Location

2399 GATEWAY OAKS DRIVE, SUITE 200
SACRAMENTO, California
UNITED STATES, 95833

FDX ADVISORS INC. Contact Information

Phone Number: 916-288-6400
Fax Number: 916-288-6500
Website:

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