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FMI Common Stock Investor FMIMX

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?

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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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