Milwaukee-based Fiduciary Management Inc. plans to debut its large-cap strategy as a semi-transparent exchange-traded fund, according to a May 5, 2021, regulatory filing. The roughly $9.5 billion strategy has been in outflows for years and is now 40% smaller than at its late-2014 peak.
Will FMIHX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of FMIHX’s parent organization’s priorities and whether they’re in line with investors’ interests.