FMI International’s differentiated and contrarian approach merits an upgrade in its Morningstar Analyst Rating to Gold from Silver for both its share classes.
Will FMIJX 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 FMIJX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FMIJX 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 FMIJX’s parent organization’s priorities and whether they’re in line with investors’ interests.