FMI Common Stock's differentiated process and portfolio merit a Morningstar Analyst Rating of Gold for its institutional share class and Silver for its retail share class.
FMI Common Stock Investor FMIMX
NAV / 1-Day Return
28.87
/
1.87
%
Total Assets
974.2 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.010%
Expense Ratio
1.010%
Fee Level
Average
Longest Manager Tenure
24.65
years
Category
Mid-Cap Blend
Investment Style
Small BlendMin. Initial Investment
2,500
Status
Open
TTM Yield
0.32%
Turnover
29%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will FMIMX 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 FMIMX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
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.
Parent Pillar
The Parent Pillar is our rating of FMIMX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Differentiation works well here.
