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FMI Common Stock (FMIMX) Fund Ranking and Research

Ranking, Research and Recommendation of FMI Common Stock (FMIMX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of FMI Common Stock Fund (FMIMX) ManagerFund Manager - Patrick J. English

Fund Manager Information

Fund Manager Tenure: 22.8 years
Fund Family: FMI Funds
Fund Category: Mid-Cap Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)

 

Graph of FMI Common Stock Fund (FMIMX) ProfileFMI Common Stock Fund (FMIMX) Profile

Fund Profile and Description

FMI Common Stock Fund seeks long-term capital appreciation. FMI Common Stock Fund invests mainly in small to medium-capitalization (companies with less than $5 billion market capitalization) value stocks of companies listed or traded on a national securities exchange or on a national securities association. It normally invests 80% of net assets in common stocks, including for purposes of this limitation common stocks of foreign companies traded as American Depositary Receipts (ADRs).

 

FMI Common Stock (FMIMX) Fund Strength What we like about FMI Common Stock (FMIMX) Fund

Data for FMI Common Stock Fund (FMIMX) as of May 30, 2016

  • FMI Common Stock Fund (FMIMX) management has been with FMI Common Stock Fund for 22.8 years
  • FMI Common Stock Fund (FMIMX) has good short-term performance (1-year return -0.56% vs -4.08% Mid-Cap Blend category median performance)
  • FMI Common Stock Fund (FMIMX) has good Long-term performance (5-year return 8.60% vs 8.53% Mid-Cap Blend category median performance)
  • FMI Common Stock Fund (FMIMX) ratio of up-years vs down years is greater than 2
  • FMI Common Stock Fund (FMIMX) has a Morningstar rating of 4 and above
  • FMI Common Stock Fund (FMIMX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.91, lower than category average of 12.56
  • FMI Common Stock Fund (FMIMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

FMI Common Stock Fund (FMIMX) Weakness What we are cautious about FMI Common Stock (FMIMX) Fund

Data for FMI Common Stock Fund (FMIMX) as of May 30, 2016

  • FMI Common Stock Fund (FMIMX) has a less-than-ideal mid-term performance (3-year return 8.06% vs 8.11% Mid-Cap Blend category median performance)
  • FMI Common Stock Fund (FMIMX) has a higher expense ratio of 1.17% than its Mid-Cap Blend average of 1.15%
See FMI Common Stock Fund (FMIMX) performance details as of May 30, 2016

 

What do you think?

 

Compare FMI Common Stock Fund (FMIMX)Compare with other top Mid-Cap Blend category mutual funds

Aadditional top Mid-Cap Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
FMI Common Stock8.86-0.568.068.60
VY JPMorgan Mid Cap Value S2 (IJPMX)5.65-1.1810.0811.52Compare
Thrivent Mid Cap Stock A (AASCX)7.444.8912.209.76Compare
CRM Mid Cap Value Instl (CRIMX)9.240.699.458.33Compare

See top fund managers for Mid-Cap Blend Category Funds

 

Compare FMI Common Stock Fund (FMIMX)Compare with Mid-Cap Blend category ETFs

Some Mid-Cap Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Direxion All Cap Insider Sentiment ETF (KNOW)3.88%2.77%13.82%
Guggenheim Mid-Cap Core ETF (CZA)6.80%1.17%9.91%
Schwab US Mid-Cap ETF (SCHM)000
iShares Russell Mid-Cap (IWR)000
SPDR S&P MidCap 400 ETF (MDY)000

 

Graph of FMI Common Stock Fund (FMIMX) Net Asset TrackingFMI Common Stock (FMIMX) Fund Net Asset

Track net asset change of FMI Common Stock fund (FMIMX)

DateNet Asset
05/2016$1.01B
03/2016$1.09B
02/2016$1.07B
More historic net asset information on FMI Common Stock Fund (FMIMX)

  

Graph of FMI Common Stock Fund (FMIMX) Portfolio TrackingFMI Common Stock (FMIMX) Fund Portfolio Allocation

Track portfolio allocation change of FMI Common Stock fund (FMIMX)

DateCashStockBondOther
03/20165%95%0%0%
12/20157.08%92.92%0%0%
09/201511.07%88.93%0%0%
Click here to see more historic asset allocation information on FMI Common Stock Fund (FMIMX)

 

graph of FMI Common Stock Fund (FMIMX) Top 10 Position TrackingTop 10 Holdings in FMI Common Stock (FMIMX) Fund

Discover what FMI Common Stock Fund (FMIMX) manager is buying

Mar 30, 2016
Genpact Ltd [4.32%]
Broadridge Financial Solutions, [4.18%]
Woodward, Inc. [4.11%]
Interpublic Group of Companies, [3.93%]
MSC Industrial Direct Company, [3.79%]
H. B. Fuller Company Common Sto [3.7%]
ManpowerGroup Common Stock [3.22%]
W.R. Berkley Corporation Common [3.2%]
NVR, Inc. Common Stock [3.07%]
Arrow Electronics, Inc. Common [2.92%]

Dec 30, 2015
Genpact Ltd [4.78%]
Interpublic Group of Companies, [4.34%]
Woodward, Inc. [4.23%]
Broadridge Financial Solutions, [4.05%]
H. B. Fuller Company Common Sto [3.43%]
W.R. Berkley Corporation Common [3.39%]
ManpowerGroup Common Stock [3.16%]
NVR, Inc. Common Stock [3.07%]
FLIR Systems, Inc. [2.71%]
Esterline Technologies Corporat [2.71%]

Sep 29, 2015
Broadridge Financial Solutions, [5.27%]
Genpact Ltd [4.25%]
Interpublic Group of Companies, [3.37%]
Woodward, Inc. [3.34%]
W.R. Berkley Corporation Common [3.19%]
Avery Dennison Corporation Comm [3.14%]
H. B. Fuller Company Common Sto [3.07%]
ManpowerGroup Common Stock [2.87%]
Cullen/Frost Bankers, Inc. Comm [2.71%]
NVR, Inc. Common Stock [2.7%]
Click here for Stock Holding Change Map in FMI Common Stock Fund (FMIMX)

  

Latest News on FMI Common Stock (FMIMX) Fund

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