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.
Will FMIMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of FMIMX’s parent organization’s priorities and whether they’re in line with investors’ interests.