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Morningstar

FMI Common Stock Investor FMIMX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
26.72  /  0.71 %
Total Assets
947.2 Mil
Adj. Expense Ratio
1.010%
Expense Ratio
1.010%
Fee Level
Average
Longest Manager Tenure
25.00 years
Category
Mid-Cap Blend
Investment Style
Small Blend
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.34%
Turnover
29%

Morningstar’s Fund Analysis FMIMX

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.

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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