While smaller-cap stocks are typically an area of strength for FMI, several team changes and diminished confidence in process execution prompt downgrades for FMI Common Stock. Its People and Process ratings drop to Average from Above Average.
FMI Common Stock Fund Investor Class FMIMX
- NAV / 1-Day Return $37.06 / +0.32 %
- Fund Size $1.7B
- Adjusted Expense Ratio 0.960%
- Net Expense Ratio 0.950%
- Fee Level: Distribution Below Average
- Share Class Type No Load
- Morningstar Category Small Blend
- Equity Style Box (Funds) Small Blend
- Minimum Initial Investment $1,000
- Investment Status Open
- TTM Yield 0.28%
- Turnover Ratio 35%
Morningstar’s Analysis FMIMX
Will FMIMX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 50.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Insight Enterprises Inc | 6.98 | 133M | Technology |
Aramark | 5.49 | 104M | Industrials |
Valvoline Inc | 5.25 | 100M | Consumer Cyclical |
Hayward Holdings Inc | 5.23 | 100M | Industrials |
Zions Bancorp NA | 4.89 | 93M | Financial Services |
OneMain Holdings Inc | 4.81 | 91M | Financial Services |
Gates Industrial Corp Ltd | 4.66 | 89M | Industrials |
AptarGroup Inc | 4.58 | 87M | Healthcare |
Cavco Industries Inc | 4.20 | 80M | Consumer Cyclical |
Henry Schein Inc | 4.06 | 77M | Healthcare |
United States