|Expense Ratio (net)||0.85%|
|Last Cap Gain||0.00|
|Morningstar Risk Rating||Below Average|
|Beta (3Y Monthly)||0.89|
|5y Average Return||N/A|
|Average for Category||N/A|
|Inception Date||Dec 31, 2001|
The following is our latest Fund Analyst Report for FMI International FMIJX . Morningstar Premium Members have access to full analyst reports such as this for more than 1,000 of the largest and best mutual funds. FMI International's capacity-conscious and cautious, but effective, strategy merits a Morningstar Analyst Rating of Silver. FMI keeps tabs on liquidity in the fund's 25- to 40-stock portfolio and doesn't hesitate to close it to new investors to preserve its flexibility to invest in stocks with at least a $4 billion market cap.
Retirement planning is never easy, but some mutual funds, index funds and exchange-traded funds (ETFs) can ease that burden. A well-balanced retirement portfolio should include stocks and bonds and perhaps other assets depending on investors’ individual risk tolerance. In retirement, investors still have several factors to consider, including risk.