FMI Large Cap
225 East Mason Street Third Floor Milwaukee WI 53202
Map
Phone: 800-811-5311
| Category: | Large Blend | | Fund Family: | FMI Funds | | Net Assets: | 2.16B | | Year-to-Date Return: | 20.92% | | Yield: | 1.37% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-01 |
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Patrick J. English
Lead Manager since
31-Dec-01 | | | English is responsible for the day-to-day management of the fund, and has been employed by Fiduciary Management, Inc. since 1986. He holds the charted financial analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund invests in a limited number of large capitalization value stocks of companies listed or traded on a national securities exchange or on a national securities association. It uses fundamental analysis to look for stocks of good businesses that are selling at value prices in an effort to achieve above average performance with below average risk. The fund is nondiversified. |
| Last Dividend
(29-Oct-09):
| 0.13 | | Last Cap Gain
(28-Dec-07):
| 0.24 | | Annual Holdings Turnover
| 30.00% | | Average for Category:
| 78.94% |
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| Expense | FMIHX | Category
Avg | | Total Expense Ratio: | 1.00%
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 323 | $776 | | 5 Yr Expense Projection*: |
$ 561 | $1,291 | | 10 Yr Expense Projection*: |
$ 1,246 | $2,371 |
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1.23% Nasdaq 
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