Reduced confidence in FMI Common Stock's measured approach leads to a more subdued view of an overall sound offering.
FMI Common Stock Investor FMIMX
- NAV / 1-Day Return 35.97 / +1.18 %
- Total Assets 2.0 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.000%
- 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 0.24%
- Turnover 23%
USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 10:02 PM GMT+0
Morningstar’s Analysis FMIMX
Will FMIMX outperform in 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 43.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
First American Treasury Obligs X | 5.66 | 100.0 Mil | Cash and Equivalents |
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Robert Half Inc | 4.35 | 76.9 Mil | Industrials |
BJ's Wholesale Club Holdings Inc | 4.32 | 76.3 Mil | Consumer Defensive |
Beacon Roofing Supply Inc Class A | 4.31 | 76.1 Mil | Industrials |
Fortune Brands Innovations Inc | 4.14 | 73.1 Mil | Industrials |
Genpact Ltd | 4.08 | 72.0 Mil | Technology |