FMI Focus
225 East Mason Street Third Floor Milwaukee WI 53202
Map
Phone: 800-811-5311
| Category: | Small Blend | | Fund Family: | FMI Funds | | Net Assets: | 404.07M | | Year-to-Date Return: | 35.80% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 16-Dec-96 |
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Richard E. Lane
Lead Manager since
01-Oct-97 | | | Lane is President of Broadview Advisors LLC, subadviser to the fund. He founded Broadview in May 2001. From 1994 to 2001 he was an analyst and portfolio manager at Fiduciary Management, Inc. From 1989 to 1994 he was Vice President, Research at Cleary, Gull, Reiland and McDevitt. Lane participated in the Applied Securities Program in Madison. He is a member of the Milwaukee Investment Analyst Society. |
| 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 capital appreciation. The fund may invest in stocks of companies of all sizes, but primarily invests in small- to mid-capitalization United States companies. It looks for stocks of businesses that are selling at what it believes are substantial discounts to prices that accurately reflect their future earnings prospects. The fund takes a "focused" approach to investing, meaning the fund conducts extensive research on each prospective investment before purchasing. |
| Last Dividend
(27-Oct-00):
| 0.03 | | Last Cap Gain
(30-Oct-08):
| 4.99 | | Annual Holdings Turnover
| 72.00% | | Average for Category:
| 95.63% |
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| Expense | FMIOX | Category
Avg | | Total Expense Ratio: | 1.29%
| 1.40% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.35% | | 3 Yr Expense Projection*: |
$ 409 | $614 | | 5 Yr Expense Projection*: |
$ 708 | $991 | | 10 Yr Expense Projection*: |
$ 1,556 | $1,998 |
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