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Morningstar

FMI Large Cap Investor FMIHX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 14.60  /  1.11 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.820%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.69%
  • Turnover 25%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:04 PM GMT+00:00

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.

These managers are sticking to their knitting.

Senior Analyst

Summary

| by Chris Tate

FMI Large Cap maintains its Morningstar Analyst Rating of Gold as the team’s strict adherence to business fundamentals sets investors up well for years to come.

Unlock our full analysis with Morningstar Investor