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FMI Focus

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  1. Broadview Bringing the FMI Focus Fund In-House

    As part of the transition, the Silver-rated fund's expense ratio is estimated to drop by more than 10%. Also, a new manager for Fidelity Pacific Basin, GMO announces plans to begin tapping the firm's asset-allocation forecasts in its strategies, and new names for 5 Aquila funds.

  2. Family Blind Spots

    A firm’s mutual funds tend to share characteristics. Here’s how to diversify a portfolio laden with one family’s offerings.

  3. Small-Blend Funds That Go Their Own Ways

    Hugging the benchmark tends to be less common in the small-cap arena, as these funds demonstrate.

  4. Bronze-Rated Fidelity Bond Fund Gains New Lead Manager

    Plus, an updated expense ratio for Silver-rated FMI Focus Fund, a new emerging-markets value offering from American Century, PIMCO hires a new equity boss from Schroders, and more. 

  5. A Surprising Look at Indexing and the Average Investor

    Our study finds that investors outperformed the average fund, but not its index.

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