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FMC Strategic Value (FMSVX)

32.86 Up 0.11(0.34%) Aug 29
Prev Close:32.75
YTD Return*:-3.61%
Net Assets*:213.96M
Yield*:N/A

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for FMSVX at this time.

Top Holdings

Symbol% AssetsYTD Return %
RRC6.78-10.59
PBH6.70-12.21
FDML5.50-20.43
NP4.8117.70
MLI4.39-11.35

Fund Basics

Morningstar Overall Rating:
Total Assets:213.96M
Category:Small Blend
Annual Report Expense Ratio (net):1.20%

Performance & Risk

YTD Return:-3.61%
5y Avg Return:14.18%
Rank in Category (ytd):79
% Rank in Category (ytd):10.79%
Beta (3y):1.55
Morningstar Risk Rating:5

Fund Summary

The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of U.S. companies with small to medium market capitalizations (between $250 million and $5 billion) that the adviser believes are selling at a market price below their true value and offer the potential to increase in value. It will generally invest in equity securities of domestic companies, but may also invest in equity securities of foreign companies and American Depositary Receipts. It may sell a security, however, if the security achieves a designated price target or there is a fundamental change in a company's outlook. View More
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