FMI Common Stock
225 East Mason Street Third Floor Milaukee WI 53202
Map
Phone: 800-811-5311
| Category: | Mid-Cap Blend | | Fund Family: | FMI Funds | | Net Assets: | 871.05M | | Year-to-Date Return: | 32.35% | | Yield: | 0.29% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Dec-81 |
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Ted D. Kellner
Lead Manager since
18-Dec-81 | | | Kellner is partner, chairman, and chief executive officer at Fiduciary Management, his employer since 1980. Previously, he was a vice president with Nicholas Company for seven years and a vice president with Brittingham for five years. A growth investor, Kellner emphasizes fundamentals in his bottom-up approach. He holds the Chartered 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 mainly in small- to mid-capitalization (i.e., less than $5 billion market capitalization) value stocks of companies listed or traded on a national securities exchange or on a national securities association. |
| Last Dividend
(30-Dec-08):
| 0.01 | | Last Cap Gain
(30-Oct-08):
| 0.97 | | Annual Holdings Turnover
| 40.00% | | Average for Category:
| 81.37% |
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| Expense | FMIMX | Category
Avg | | Total Expense Ratio: | 1.22%
| 1.37% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | %
| 2.37% | | 3 Yr Expense Projection*: |
$ 387 | $630 | | 5 Yr Expense Projection*: |
$ 670 | $972 | | 10 Yr Expense Projection*: |
$ 1,477 | $1,959 |
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0.17% Nasdaq 0.00%
0.06 (0.29%) 
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