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FMI Large Cap Investor FMIHX

Analyst rating as of
NAV / 1-Day Return
21.74  /  0.69 %
Total Assets
3.3 Bil
Adj. Expense Ratio
0.810%
Expense Ratio
0.810%
Fee Level
Average
Longest Manager Tenure
19.79 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.32%
Turnover
28%
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Morningstar’s Analysis

Will FMIHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

FMI Large Cap ETF Coming Soon; Ratings Unchanged for Open-End Sibling

Strategist

Analyst Note

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Milwaukee-based Fiduciary Management Inc. plans to debut its large-cap strategy as a semi-transparent exchange-traded fund, according to a May 5, 2021, regulatory filing. The roughly $9.5 billion strategy has been in outflows for years and is now 40% smaller than at its late-2014 peak.

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