Funds Impacted by Earning
Fund Mojo provides investors and financial advisors with deep financial intelligence through systematic data collection, correlation and analysis, as well as a community and gateway to connect investors with peers and financial experts to help each other with investments and financial planning needs.
Mutual Fund Insights: FMI Common Stock Fund (FMIMX)
In-depth Analysis of FMI Common Stock (FMIMX)
6 months 1 year 3 year 5 year |
-
Last Trade: $20.75 on 11/20/2009, Change: -0.13 (-0.62%)
Fund Manager - Ted D. Kellner
Fund Manager Tenure: 27.9 yearsFundmojo Fund Grade: Mojo Master (Score: 0.86) (What does this score mean?)Ted D. Kellner is partner, chairman, and chief executive officer at Fiduciary Management, his employer since 1980. Previously, Ted D. Kellner 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. Ted D. Kellner holds the Chartered Financial Analyst designation.
Category Average: 18.21% , -6.38% , 1.42% | Category Average: 1.36% | Category Average: 90.71% |
What we like about FMI Common Stock Fund (FMIMX)
Data for FMI Common Stock Fund (FMIMX) as of October 31, 2009
- FMI Common Stock Fund (FMIMX) management has been with FMI Common Stock Fund for 27.9 years
- FMI Common Stock Fund (FMIMX) has good short-term performance (1-year return 27.41% vs 18.21% Mid-Cap Blend category average)
- FMI Common Stock Fund (FMIMX) has good mid-term performance (3-year return 1.42% vs -6.38% Mid-Cap Blend category average)
- FMI Common Stock Fund (FMIMX) has good Long-term performance (5-year return 6.62% vs 1.42% 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 40.00% vs Mid-Cap Blend average of 90.71%. 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 23.83
- FMI Common Stock Fund (FMIMX) has a lower management fee than its Mid-Cap Blend average: 1.22% vs 1.36%
- 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)
Data for FMI Common Stock Fund (FMIMX) as of October 31, 2009
- FMI Common Stock Fund (FMIMX) ratio of up-years vs down years can be improved
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
- AIM Mid Cap Core Equity A (GTAGX) [ Compare GTAGX with FMIMX ]
- Gabelli ABC (GABCX) [ Compare GABCX with FMIMX ]
- Royce Premier Consult (RPRCX) [ Compare RPRCX with FMIMX ]
- Browse other funds in Mid-Cap Blend Category
FMI Common Stock Fund (FMIMX) Net Asset
Track net asset change of FMI Common Stock fund (FMIMX)
| Date | Net Asset |
| 10/2009 | $853.17M |
| 09/2009 | $871.05M |
| 08/2009 | $799.34M |
FMI Common Stock Fund (FMIMX) Portfolio Allocation
Track portfolio allocation change of FMI Common Stock fund (FMIMX)
| Date | Cash | Stock | Bond | Other |
| 09/2009 | 9.79% | 90.21% | 0% | 0% |
| 06/2009 | 6.73% | 93.27% | 0% | 0% |
| 03/2009 | 9.19% | 90.81% | 0% | 0% |
Most Recent Top 10 Holdings in FMI Common Stock Fund (FMIMX)
Discover what FMI Common Stock Fund (FMIMX) manager is buying
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%] | 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%] | 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%] |
Related books and products to FMI Common Stock Fund (FMIMX)
Latest News on FMI Common Stock (FMIMX)
See what is happening with FMI Common Stock Fund (FMIMX)
Unique Method to Discover Best Fund Managers with Proven Results
Financial Optimization through Technology Innovation
- Fund Mojo Score is 0.75 (A+) and above
- Fund Manager has been with the fund for more than 5 years
- Key performances (1-year, 3-year and 5-year performance) beat its category peers
- 5-year return is positive
- Initial investment requirement is less or equal to $10,000
Click here to download!
Hot selling products
Want details? Click here for performance numbers and sector breakdown of FMI Common Stock Fund (FMIMX)
| Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data. |
