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 Institutional Class FMIUX
- NAV / 1-Day Return 36.53 / −0.08 %
- Total Assets 1.8B
-
Adj. Expense Ratio
0.840%
- Expense Ratio 0.830%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Mid-Cap Blend
- Investment Style Small Blend
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.45%
- Turnover 35%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:45 AM GMT+0
Morningstar’s Analysis FMIUX
Will FMIUX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the FMIUX 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 FMIUX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 45.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
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AptarGroup Inc | 4.31 | 76M | Healthcare |
Gates Industrial Corp PLC | 4.16 | 73M | Industrials |
Arrow Electronics Inc | 4.08 | 72M | Technology |
FTI Consulting Inc | 3.95 | 69M | Industrials |
United States