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.
FMI Common Stock Investor FMIMX
NAV / 1-Day Return
33.65
/
0.39
%
Total Assets
949.3 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.
1.020%
Expense Ratio
1.020%
Fee Level
Average
Longest Manager Tenure
23.98
years
Category
Mid-Cap Blend
Investment Style
Small ValueMin. Initial Investment
1,000
Status
Open
TTM Yield
0.61%
Turnover
32%
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.
A standout.
