Morningstar

FMI Common Stock Fund Investor Class FMIMX Fund Analysis

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

Morningstar’s Analysis FMIMX

Will FMIMX outperform in the 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 FMIMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Effective small/mid-cap portfolio.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

FMI Common Stock’s approach still stands out down the market-cap ladder and the team’s succession has been well-handled. A Parent Pillar downgrade to Above Average from High, however, results in the institutional shares’ Morningstar Medalist Rating falling to Bronze from Silver.

by Chris Tate
Rated on Published on

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