FMI Common Stock’s two share classes each receive a Morningstar Analyst Rating of Silver because its team-based and valuation-sensitive approach should help it stand out over the long haul.
Will FMIMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FMIMX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FMIMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of FMIMX’s parent organization’s priorities and whether they’re in line with investors’ interests.