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Fund Intelligence | Best Managers | FMIMX Insights | FMIMX Score | FMIMX Performance | FMIMX Manager | FMIMX News | FMIMX Allocation | FMIMX Holdings Change

Mutual Fund Insights: FMI Common Stock Fund (FMIMX)

In-depth Analysis of FMI Common Stock Fund (FMIMX)

Mutual fund chart: FMI Common Stock Fund (FMIMX)

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See FMI Common Stock Fund (FMIMX) performance details as of January 31, 2010

  

    Last Trade: $23.06 on 3/19/2010, Change: -0.15 (-0.65%)
Experiment our closing price forecasting tool for FMI Common Stock Fund (FMIMX) (alpha release)

  

Fund Manager - Ted D. Kellner

Fund Manager Tenure: 28.3 years
Fundmojo Fund Grade: A+ (Score: 0.83)     (What does this score mean?)
Kellner is partner, chairman, and chief executive officer at Fiduciary Management, his employer since 1980. Previously, he was a vice president with Nicholas Company for seven years and a vice president with Brittingham for five years. A growth investor, Kellner emphasizes fundamentals in his bottom-up approach. He holds the Chartered Financial Analyst designation.  Get more insights on Ted D. Kellner

  

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

Data for FMI Common Stock Fund (FMIMX) as of January 31, 2010

  • FMI Common Stock Fund (FMIMX) management has been with FMI Common Stock Fund for 28.3 years
  • FMI Common Stock Fund (FMIMX) has good short-term performance (1-year return 43.76% vs 42.02% Mid-Cap Blend category average)
  • FMI Common Stock Fund (FMIMX) has good mid-term performance (3-year return 0.08% vs -6.52% Mid-Cap Blend category average)
  • FMI Common Stock Fund (FMIMX) has good Long-term performance (5-year return 6.00% vs 1.32% Mid-Cap Blend category average)
  • FMI Common Stock Fund (FMIMX) has a Morningstar rating of 4 and above
  • FMI Common Stock Fund (FMIMX) has an annual stock turnover rate of 35.00% vs Mid-Cap Blend average of 91.38%. It is good that FMI Common Stock management does not trade extensively for its return.
  • FMI Common Stock Fund (FMIMX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.91, lower than category average of 24.11
  • FMI Common Stock Fund (FMIMX) has a lower management fee than its Mid-Cap Blend average: 1.26% vs 1.38%
  • FMI Common Stock Fund (FMIMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

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

Data for FMI Common Stock Fund (FMIMX) as of January 31, 2010

  • FMI Common Stock Fund is a focused fund with 30.92% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • FMI Common Stock Fund (FMIMX) ratio of up-years vs down years can be improved
See FMI Common Stock Fund (FMIMX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Mid-Cap Blend category?

Below are some additional Mid-Cap Blend mutual funds generated out of our database

  

FMI Common Stock Fund (FMIMX) Net Asset

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

DateNet Asset
01/2010$817.75M
11/2009$853.17M
10/2009$853.17M
More historic net asset information on FMI Common Stock Fund (FMIMX)

  

FMI Common Stock Fund (FMIMX) Portfolio Allocation

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

DateCashStockBondOther
09/20099.79%90.21%0%0%
06/20096.73%93.27%0%0%
03/20099.19%90.81%0%0%
Click here to see more historic asset allocation information on FMI Common Stock Fund (FMIMX)

  

Most Recent Top 10 Holdings in FMI Common Stock Fund (FMIMX)

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

30-Sep-09
ARROW ELCTS [3.75%]
ST MARY LAND EXPL [3.65%]
Patterson Companies Inc. [3.08%]
AFFILIATED MGRS GRP [2.94%]
GALLAGHER ARTHUR J [2.87%]
COVANCE INC [2.78%]
Jack Henry & Associates, Inc. [2.74%]
BECKMAN COULTER INC [2.72%]
Molex Incorporated [2.72%]
FAMILY DOLLAR STORES [2.68%]

30-Jun-09
ARROW ELCTS [3.43%]
ROCKWELL AUTOMAT INC [3.22%]
AFFILIATED MGRS GRP [3.17%]
COVANCE INC [3.04%]
Patterson Companies Inc. [2.96%]
Jack Henry & Associates, Inc. [2.92%]
J.B. Hunt Transport Services, I [2.9%]
ST MARY LAND EXPL [2.81%]
BECKMAN COULTER INC [2.69%]
GALLAGHER ARTHUR J [2.64%]

31-Mar-09
AFFILIATED MGRS GRP [4.2%]
ARROW ELCTS [3.89%]
DRESSER-RAND GROUP [3.42%]
OLD REPUBLIC INTL CP [3.19%]
PetSmart, Inc [3.05%]
J.B. Hunt Transport Services, I [2.84%]
WATSCO INC [2.77%]
Patterson Companies Inc. [2.75%]
Molex Incorporated [2.7%]
ROCKWELL AUTOMAT INC [2.66%]
Click here for Stock Holding Change Map in FMI Common Stock Fund (FMIMX)

  

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