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Historical Analysis


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FMI Large Cap Fund (FMIHX)

Fund performance review and position details on FMI Large Cap Fund (FMIHX)

    Last Trade: $21.75 on 4/17/2015, Change: -0.29 (-1.32%)

FMI Large Cap Fund (FMIHX) HighlightFMI Large Cap Fund (FMIHX) Fund Summary

FMI Large Cap Fund (FMIHX) statistics as of Feb 27, 2015

Category: Large Blend
Fund Family: FMI Funds
Net Asset: $9.74B
Yield: 0.76%
Year-to-Date Return: 2.50%
Morningstar rating: 4


FMI Large Cap Fund (FMIHX) CostFMI Large Cap Fund (FMIHX) Cost

FMI Large Cap Fund (FMIHX) various investment related cost

Initial Investment: 1,000
Total Expense Ratio (Large Blend average): 0.94% (1.08%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 31.00%


FMI Large Cap Fund (FMIHX) PerformanceFMI Large Cap Fund (FMIHX) Performance

Most current FMI Large Cap Fund (FMIHX) Performance

1-month Performance (Large Blend category median performance): 5.33% (5.75%)
3-month Performance (Large Blend category median performance): 2.93% (2.23%)
1 Year Performance (Large Blend category median performance): 15.22% (13.55%)
3 Year Performance (Large Blend category median performance): 17.01% (16.78%)
5 Year Performance (Large Blend category median performance): 14.16% (14.76%)
Number of Years of positive return: 11 years
Number of Years of negative return: 2 years
3 year Alpha (Large Blend category average): 0.56 (-1.5)
3 year Beta (Large Blend category average): 0.92 (1.01)
3 year Sharpe Ratio: 1.79
3 year Treynor: 18.53

FMI Large Cap Fund (FMIHX) topholdingTop Stock Holdings in FMI Large Cap Fund (FMIHX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
UnitedHealth Group Incorporated5.62%-2.38%
Accenture plc. Class A Ordinary5.5%-1.78%
Berkshire Hathaway Inc Class B5.21%0.00%
Bank of New York Mellon Corpora5.02%-1.36%
AmerisourceBergen Corporation (4.49%-1.07%
American Express Company Common3.73%-4.44%
Danone ADR3.71%-0.44%
Devon Energy Corporation Common3.66%-1.01%
Progressive Corporation (The) C3.61%-1.58%
*Note: The price change will reset to 0 after the midnight


FMI Large Cap Fund (FMIHX) Portfolio AllocationFMI Large Cap Fund (FMIHX) Fund Portfolio Allocation

FMI Large Cap Fund (FMIHX) Fund Portfolio Allocation data as of 12/2014



FMI Large Cap Fund (FMIHX) CompareCompare with other Large Blend category mutual funds

Below are some additional Large Blend mutual funds generated out of our database

Fund1 Year3 year5 year
FMI Large Cap15.2217.0114.16
Fidelity Spartan Total Market Index F (FFSMX)14.0117.9316.36 Compare
Hennessy Cornerstone Large Growth Instl (HILGX)18.3617.7017.02 Compare
Voya Russell Large Cap Index S2 (IRLUX)14.7716.9414.96 Compare

See top fund managers for Large Blend Category Funds


FMI Large Cap Fund (FMIHX) PerformanceOther Financial Data Web Sites on FMI Large Cap Fund (FMIHX)

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FMI Large Cap Fund (FMIHX) Related ResourcesSee more information on FMI Large Cap (FMIHX) Fund

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