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FMI Large Cap Investor FMIHX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See FMI Investment Hub

Morningstar’s Analysis FMIHX

Will FMIHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FMIHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FMIHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FMIHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Appeal remains despite a slightly dimmer view.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

Lower conviction in FMI Large Cap’s diligent approach results in a slightly dimmer view of an otherwise sound offering.

by Chris Tate
Rated on Published on

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