FMI Large Cap (FMIHX) Fund Ranking and Research

Ranking, Research and Recommendation of FMI Large Cap (FMIHX) Fund

Last Trade: $20.11 on 5/24/2013, Change: -0.02 (-0.1%)

 

Fund Manager - Patrick English

Fund Manager Information

Fund Manager Tenure: 11.4 years
Fund Family: FMI Funds
Fund Category: Large Blend
Fund Performance: Jan 30, 2013
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)
Honorable Mentioning: Money Magazine (2011),

 

FMI Large Cap Fund (FMIHX) Profile

Fund Profile and Description

FMI Large Cap Fund seeks long-term capital appreciation. FMI Large Cap Fund invests in a limited number of large capitalization (companies with more than $5 billion market capitalization) value stocks of companies listed or traded on a national securities exchange or on a national securities association. It uses fundamental analysis to look for stocks of good businesses that are selling at value prices in an effort to achieve above average performance with below average risk. FMI Large Cap Fund is non-diversified.

 

 What we like about FMI Large Cap (FMIHX) Fund

Data for FMI Large Cap Fund (FMIHX) as of Jan 30, 2013

• FMI Large Cap Fund (FMIHX) management has been with FMI Large Cap Fund for 11.4 years
• FMI Large Cap Fund (FMIHX) has good short-term performance (1-year return 16.10% vs 12.45% Large Blend category median performance)
• FMI Large Cap Fund (FMIHX) has good Long-term performance (5-year return 6.03% vs 3.58% Large Blend category median performance)
• FMI Large Cap Fund (FMIHX) ratio of up-years vs down years is greater than 2
• FMI Large Cap Fund (FMIHX) has a Morningstar rating of 4 and above
• FMI Large Cap Fund (FMIHX) has an annual stock turnover rate of 21.00% vs Large Blend average of 53.01%. It is good that FMI Large Cap management does not trade extensively for its return.
• FMI Large Cap Fund (FMIHX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.32, lower than category average of 16.03
• FMI Large Cap Fund (FMIHX) has a lower expense ratio than its Large Blend average: 0.96% vs 1.12%
• FMI Large Cap Fund (FMIHX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

 What we are cautious about FMI Large Cap (FMIHX) Fund

Data for FMI Large Cap Fund (FMIHX) as of Jan 30, 2013

• FMI Large Cap Fund (FMIHX) has a less-than-ideal mid-term performance (3-year return 11.27% vs 11.84% Large Blend category median performance)

See FMI Large Cap Fund (FMIHX) performance details as of Jan 30, 2013

 

Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
FMI Large Cap	5.85	16.10	11.27	6.03
Beck Mack & Oliver Partners (BMPEX)	5.53	15.96	16.77	4.22	Compare
GMO US Equity Allocation III (GUSAX)	7.04	13.02	13.33	6.45	Compare
AMF Large Cap Equity AMF (IICAX)	8.03	14.08	12.02	6.00	Compare

See top fund managers for Large Blend Category Funds

 

Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETF	Year to Date	One Year	Three Year
Direxion Lg Cap Insider Sentiment Shares (INSD)	9.44%	9.44%	0
iShares MSCI USA ESG Select Index (KLD)	7.94%	8.69%	11.43%
Focus Morningstar US Market Ind (FMU)	10.86%	8.05%	0
First Trust Mega Cap Alphadex F (FMK)	6.50%	4.53%	0
Market 2000 HOLDRs (MKH)	-2.11%	3.53%	7.34%

 

FMI Large Cap (FMIHX) Fund Net Asset

Track net asset change of FMI Large Cap fund (FMIHX)

Date	Net Asset
02/2013	$6.71B
01/2013	$6.71B
12/2012	$6.23B

More historic net asset information on FMI Large Cap Fund (FMIHX)

  

FMI Large Cap (FMIHX) Fund Portfolio Allocation

Track portfolio allocation change of FMI Large Cap fund (FMIHX)

Date	Cash	Stock	Bond	Other
12/2012	6.54%	93.46%	0%	0%
09/2012	7.56%	92.44%	0%	0%
06/2012	10.79%	89.21%	0%	0%

Click here to see more historic asset allocation information on FMI Large Cap Fund (FMIHX)

 

Top 10 Holdings in FMI Large Cap (FMIHX) Fund

Discover what FMI Large Cap Fund (FMIHX) manager is buying

Dec 30, 2012 Bank of New York Mellon Corpora [5.57%] 3M Company Common Stock [5.38%] Berkshire Hathaway Inc Class B [5.17%] Sysco Corporation Common Stock [4.48%] TE Connectivity Ltd. New Switze [4.32%] Accenture plc. Class A Ordinary [4.23%] Illinois Tool Works Inc. Common [4.1%] Kimberly-Clark Corporation Comm [3.76%] Covidien plc. Ordinary Shares ( [3.73%] Wal-Mart Stores, Inc. Common St [3.59%]

Sep 29, 2012 3M Company Common Stock [5.37%] Berkshire Hathaway Inc Class B [5.09%] Bank of New York Mellon Corpora [4.96%] Sysco Corporation Common Stock [4.44%] Accenture plc. Class A Ordinary [4.19%] Devon Energy Corporation Common [4.13%] Illinois Tool Works Inc. Common [4.03%] Wal-Mart Stores, Inc. Common St [3.9%] Covidien plc. Ordinary Shares ( [3.85%] Kimberly-Clark Corporation Comm [3.83%]

Jun 30, 2012 3M Company Common Stock [4.9%] Wal-Mart Stores, Inc. Common St [4.83%] Berkshire Hathaway Inc Class B [4.58%] Sysco Corporation Common Stock [4.24%] Kimberly-Clark Corporation Comm [3.74%] Devon Energy Corporation Common [3.64%] Accenture plc. Class A Ordinary [3.6%] Bank of New York Mellon Corpora [3.55%] Omnicom Group Inc. Common Stock [3.26%] Comerica Incorporated Common St [3.24%]

Click here for Stock Holding Change Map in FMI Large Cap Fund (FMIHX)

  

Latest News on FMI Large Cap (FMIHX) Fund

See what is happening with FMI Large Cap Fund (FMIHX)

Promising New Funds From Old Hands SEC Documents See Explosion of 'Fiscal Cliff' Mentions

 

See more information on FMI Large Cap (FMIHX) Fund

Popular pages on FMI Large Cap (FMIHX) Fund

• FMI Large Cap (FMIHX) Fund Research and Recommendation
• FMI Large Cap (FMIHX) Fund Performance Data
• FMI Large Cap (FMIHX) Fund Manager Information
• Historic FMI Large Cap (FMIHX) Fund Asset Allocation Report
• Historic FMI Large Cap (FMIHX) Fund Top 10 Holding Tracking
• Historic FMI Large Cap (FMIHX) Fund Asset Under Management Tracking