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Morningstar

FMI International Institutional FMIYX

Morningstar Analyst Rating
Analyst rating as of | See FMI Investment Hub
  • NAV / 1-Day Return 31.27  /  0.26 %
  • Total Assets 3.8 Bil
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.810%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 15.31%
  • Turnover 20%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis FMIYX

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

People Pillar

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

Still good despite reduced confidence.

Senior Analyst

Summary

| by Chris Tate

FMI International is a capable offering, but less confidence in its non-U.S. expertise leads to lower conviction in its investment process. Its two share classes’ Morningstar Analyst Ratings are downgraded to Silver from Gold.

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