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FMI Large Cap Investor FMIHX

Analyst rating as of
NAV / 1-Day Return
14.98  /  0.73 %
Total Assets
2.1 Bil
Adj. Expense Ratio
0.820%
Expense Ratio
0.820%
Fee Level
Average
Longest Manager Tenure
20.76 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.87%
Turnover
17%

Morningstar’s Fund Analysis FMIHX

Will FMIHX outperform in future?

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Manager Departure from FMI Large Cap, FMI Common Stock, and FMI International; Ratings Unchanged

Director

Analyst Note

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Twenty-year firm veteran Andy Ramer stepped down from his portfolio management duties at FMI Large Cap, FMI Common Stock, and FMI International on May 31. He is pursuing an opportunity at a smaller Wisconsin firm where he will have more autonomy than at the Milwaukee-based Fiduciary Management Incorporated. FMI's portfolio committee approach entails teamwide dialogue and debate about one’s stock picks and position sizing.

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