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Morningstar

FMI Common Stock Institutional FMIUX

Morningstar Medalist Rating
Medalist Rating as of | See FMI Investment Hub
  • NAV / 1-Day Return 37.60  /  +1.10 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.33%
  • Turnover 23%

USD | NAV as of May 15, 2024 | 1-Day Return as of May 15, 2024, 10:19 PM GMT+0

Morningstar’s Analysis FMIUX

Will FMIUX 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 FMIUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FMIUX 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 FMIUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still a lot to like.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

Reduced confidence in FMI Common Stock's measured approach leads to a more subdued view of an overall sound offering.

by Chris Tate
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FMIUX

More FMIUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.7
Top 10 Holdings
% Portfolio Weight
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