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FMI Large Cap (FMIHX) Fund Ranking and Research

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

    Last Trade: $20.39 on 7/26/2016, Change: +0.13 (0.64%)

 

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

Fund Manager Information

Fund Manager Tenure: 14.6 years
Fund Family: FMI Funds
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.62)     (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 May 30, 2016

  • FMI Large Cap Fund (FMIHX) management has been with FMI Large Cap Fund for 14.6 years
  • FMI Large Cap Fund (FMIHX) has good short-term performance (1-year return -0.67% vs -1.15% Large Blend category median performance)
  • FMI Large Cap Fund (FMIHX) has good Long-term performance (5-year return 10.17% vs 10.15% 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 18.00% vs Large Blend average of 53.12%. 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 10.44, lower than category average of 11.67
  • FMI Large Cap Fund (FMIHX) has a lower expense ratio than its Large Blend average: 0.93% vs 1.02%
  • 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 May 30, 2016

  • FMI Large Cap Fund (FMIHX) has a less-than-ideal mid-term performance (3-year return 8.88% vs 9.43% Large Blend category median performance)
See FMI Large Cap Fund (FMIHX) performance details as of May 30, 2016

 

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 Cap5.64-0.678.8810.17
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

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
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

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
05/2016$7.49B
03/2016$7.80B
02/2016$7.62B
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
03/20165.36%94.64%0%0%
12/20154.21%95.79%0%0%
09/20156.12%93.88%0%0%
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

Mar 30, 2016
UnitedHealth Group Incorporated [5.06%]
Dollar General Corporation Comm [4.96%]
Berkshire Hathaway Inc B [4.94%]
Comcast Corporation [4.82%]
Omnicom Group Inc. Common Stock [4.39%]
Accenture plc Class A Ordinary [4.39%]
Microsoft Corporation [4.24%]
Progressive Corporation (The) C [4.19%]
Danone SA ADR [4.05%]
Schlumberger N.V. Common Stock [3.91%]

Dec 30, 2015
Honeywell International Inc. Co [5.02%]
UnitedHealth Group Incorporated [4.9%]
Berkshire Hathaway Inc Class B [4.83%]
Comcast Corporation [4.68%]
Microsoft Corporation [4.48%]
Progressive Corporation (The) C [4.48%]
Bank of New York Mellon Corpora [4.31%]
Accenture plc. Class A Ordinary [4.21%]
Omnicom Group Inc. Common Stock [4.17%]
Danone ADR [4.11%]

Sep 29, 2015
Accenture plc. Class A Ordinary [5.44%]
UnitedHealth Group Incorporated [4.75%]
Berkshire Hathaway Inc Class B [4.75%]
Comcast Corporation [4.74%]
Honeywell International Inc. Co [4.62%]
Progressive Corporation (The) C [4.34%]
Dollar General Corporation Comm [4.07%]
Bank of New York Mellon Corpora [4.03%]
Danone ADR [3.8%]
Schlumberger N.V. Common Stock [3.79%]
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

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