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: | 853.17M | | Year-to-Date Return: | 29.42% | | Yield: | 0.20% | | 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
(29-Oct-09):
| 0.04 | | Last Cap Gain
(29-Oct-09):
| 0.01 | | Annual Holdings Turnover
| 35.00% | | Average for Category:
| 90.44% |
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| Expense | FMIMX | Category
Avg | | Total Expense Ratio: | %
| 1.38% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.26% | | Max Deferred Sales Load: | %
| 2.31% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $635 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $980 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,963 |
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