Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update

Featured Advisor:
Lisa M Andrews

Madison, WI
(608) 204-5960
More Details

Historical Analysis

Partners

Fund Mojo help you discover the best fund managers, funds, and related information

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

FMI Large Cap (FMIHX) Fund Ranking and Research

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

    Last Trade: $22.68 on 10/31/2014, Change: +0.29 (1.3%)

 

Graph of FMI Large Cap Fund (FMIHX) ManagerFund Manager - Patrick J. English

Fund Manager Information

Fund Manager Tenure: 12.8 years
Fund Family: FMI Funds
Fund Category: Large Blend
Fund Performance: Sep 29, 2014
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)
Honorable Mentioning: Money Magazine (2011),

 

Graph of FMI Large Cap Fund (FMIHX) ProfileFMI 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.

 

FMI Large Cap (FMIHX) Fund Strength What we like about FMI Large Cap (FMIHX) Fund

Data for FMI Large Cap Fund (FMIHX) as of Sep 29, 2014

  • FMI Large Cap Fund (FMIHX) management has been with FMI Large Cap Fund for 12.8 years
  • FMI Large Cap Fund (FMIHX) has good Long-term performance (5-year return 14.25% vs 14.23% 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 30.00% vs Large Blend average of 41.96%. 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 10.28, lower than category average of 12.39
  • FMI Large Cap Fund (FMIHX) has a lower expense ratio than its Large Blend average: 0.96% vs 1.08%
  • FMI Large Cap Fund (FMIHX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

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

Data for FMI Large Cap Fund (FMIHX) as of Sep 29, 2014

  • FMI Large Cap Fund (FMIHX) has a less-than-ideal short-term performance (1-year return 15.77% vs 17.60% Large Blend category median performance)
  • FMI Large Cap Fund (FMIHX) has a less-than-ideal mid-term performance (3-year return 20.89% vs 21.97% Large Blend category median performance)
See FMI Large Cap Fund (FMIHX) performance details as of Sep 29, 2014

 

What do you think?

 

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

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
FMI Large Cap6.4715.7720.8914.25
Bright Rock Quality Large Cap Investor (BQLIX)7.3016.3623.300Compare
Janus Contrarian D (JACNX)10.8625.2727.5013.39Compare
Alger Growth & Income Fund Class A (ALBAX)7.7618.6520.5413.14Compare

See top fund managers for Large Blend Category Funds

 

Compare FMI Large Cap Fund (FMIHX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Schwab U.S. Dividend Equity ETF (SCHD)7.58%21.18%0
iShares Russell Top 200 Index (IWL)8.66%20.54%22.25%
Rydex Russell Top 50 (XLG)8.04%20.32%21.40%
iShares S&P 100 Index (OEF)8.56%20.14%22.23%
Vanguard Mega Cap 300 Index ETF (MGC)8.41%19.91%22.89%

 

Graph of FMI Large Cap Fund (FMIHX) Net Asset TrackingFMI Large Cap (FMIHX) Fund Net Asset

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

DateNet Asset
09/2014$9.34B
08/2014$9.34B
07/2014$9.19B
More historic net asset information on FMI Large Cap Fund (FMIHX)

  

Graph of FMI Large Cap Fund (FMIHX) Portfolio TrackingFMI Large Cap (FMIHX) Fund Portfolio Allocation

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

DateCashStockBondOther
06/20149.46%90.54%0%0%
03/20147.95%92.05%0%0%
12/20136.92%91.86%0%1.22%
Click here to see more historic asset allocation information on FMI Large Cap Fund (FMIHX)

 

graph of FMI Large Cap Fund (FMIHX) Top 10 Position TrackingTop 10 Holdings in FMI Large Cap (FMIHX) Fund

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

Jun 29, 2014
POTASH CORP OF SASK INC [6.34%]
Schlumberger N.V. Common Stock [5.04%]
Devon Energy Corporation Common [5.01%]
Bank of New York Mellon Corpora [4.86%]
Accenture plc. Class A Ordinary [4.84%]
UnitedHealth Group Incorporated [4.73%]
Berkshire Hathaway Inc Class B [4.7%]
Danone ADR [4.38%]
American Express Company Common [4.04%]
3M Company Common Stock [3.82%]

Mar 30, 2014
POTASH CORP OF SASK INC [6.3%]
UnitedHealth Group Incorporated [5.03%]
Berkshire Hathaway Inc Class B [4.91%]
Bank of New York Mellon Corpora [4.84%]
Accenture plc. Class A Ordinary [4.76%]
Devon Energy Corporation Common [4.48%]
Schlumberger N.V. Common Stock [4.41%]
Danone ADR [4.41%]
Comerica Incorporated Common St [4.11%]
American Express Company Common [4.06%]

Dec 30, 2013
POTASH CORP OF SASK INC [5.85%]
3M Company Common Stock [5.59%]
Accenture plc. Class A Ordinary [5.01%]
Illinois Tool Works Inc. Common [5%]
Bank of New York Mellon Corpora [4.89%]
Berkshire Hathaway Inc Class B [4.75%]
Covidien plc. Ordinary Shares ( [4.37%]
Devon Energy Corporation Common [4.22%]
American Express Company Common [4.17%]
Schlumberger N.V. Common Stock [4.15%]
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)

 

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

Popular pages on FMI Large Cap (FMIHX) Fund