FMI Mutual Funds
FMI Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 2 of 2 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
FMI Common Stock Institutional | FMIUX | Mid-Cap Blend | 10.12% | 82 | 0.880% | Above Average | Institutional | $100,000 | ||
FMI Common Stock Investor | FMIMX | Mid-Cap Blend | 10.02% | 83 | 1.000% | Average | No Load | $1,000 |
FMI Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank