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: | 2.34B | | Year-to-Date Return: | 27.97% | | Yield: | 1.30% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-01 |
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Patrick J. English
Lead Manager since
31-Dec-01 | | | English is president and portfolio manager with Fiduciary Management. He has been employed by the company in various capacities since 1986. Prior Experience: Dodge and Cox, Inc., 1985-1986 |
| 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
| 32.00% | | Average for Category:
| 78.74% |
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| Expense | FMIHX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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0.51% Nasdaq 
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