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.
FMI Common Stock Fund Investor Class FMIMX
- NAV / 1-Day Return 40.39 / −0.37 %
- Total Assets 1.9B
-
Adj. Expense Ratio
0.960%
- Expense Ratio 0.950%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Mid-Cap Blend
- Investment Style Small Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.27%
- Turnover 35%
USD | NAV as of Aug 15, 2026 | 1-Day Return as of Aug 15, 2026, 1:10 AM GMT+0
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