Morningstar

FMI Mutual Funds

View all of FMI’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

FMI Mutual Funds List

1 to 8 of 8 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
FMI Common Stock Fund Institutional ClassFMIUXSmall Blend
16.91%350.840%Below AverageInstitutional$100,000
FMI Common Stock Fund Investor ClassFMIMXSmall Blend
16.78%360.960%Below AverageNo Load$1,000
FMI Large Cap Fund Investor ClassFMIHXLarge Value
9.23%920.840%AverageNo Load$1,000
FMI International Fund Investor ClassFMIJXForeign Large Blend
10.39%450.950%Above AverageNo Load$2,500
FMI International Fund Institutional ClassFMIYXForeign Large Blend
10.50%440.800%AverageInstitutional$100,000
FMI Large Cap Fund Institutional ClassFMIQXLarge Value
9.34%920.710%AverageInstitutional$100,000
FMI International Fund II - Currency Unhedged Institutional ClassFMIFXForeign Large Blend
6.82%870.900%Above AverageInstitutional$100,000
FMI Global Fund Institutional ClassFMIGXGlobal Large-Stock Value—
5.39%950.900%AverageInstitutional$100,000

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

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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