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Morningstar

FMI Common Stock Investor FMIMX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 30.53  /  2.04 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.010%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.13%
  • Turnover 36%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:04 PM GMT+00:00

Morningstar’s 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.

Flexing its capital preservation credentials.

Senior Analyst

Summary

| by Chris Tate

FMI Common Stock's steadfast commitment to business fundamentals continue to warrant a Morningstar Analyst Rating of Gold for its institutional share class and Silver for its retail share class.

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