FMIHX - FMI Large Cap

Nasdaq - Nasdaq Delayed Price. Currency in USD
17.60
-0.25 (-1.40%)
At close: 8:00PM EST
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Previous Close17.85
YTD Return3.44%
Expense Ratio (net)0.85%
CategoryLarge Blend
Last Cap Gain0.00
Morningstar Rating★★★★★
Morningstar Risk RatingBelow Average
Sustainability Rating
Net Assets5.62B
Beta (3Y Monthly)0.89
Yield0.70%
5y Average ReturnN/A
Holdings Turnover25.00%
Last Dividend0.02
Average for CategoryN/A
Inception DateDec 31, 2001
  • Morningstar8 months ago

    A Compelling, Just-Reopened International-Stock Fund

    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.

  • 5 Best Retirement Funds for the Rest of 2018
    InvestorPlace8 months ago

    5 Best Retirement Funds for the Rest of 2018

    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.

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