FMI Funds List | Morningstar

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FMI Funds List

Share Class Type

1 to 7 of 7 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Morningstar Sustainability Rating	Total Return YTD	Total Return Rank in Category YTD	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
FMI Common Stock Institutional	FMIUX	Mid-Cap Blend			11.44%	82	0.880%	Above Average	Institutional	$100,000
FMI Common Stock Investor	FMIMX	Mid-Cap Blend			11.34%	83	1.000%	Average	No Load	$1,000
FMI International Institutional	FMIYX	Foreign Large Blend			10.93%	91	0.800%	Average	Institutional	$100,000
FMI International Investor	FMIJX	Foreign Large Blend			10.80%	92	0.940%	Average	No Load	$2,500
FMI International II Ccy UnH Ins	FMIFX	Foreign Large Blend			11.60%	87	0.900%	Above Average	Institutional	$100,000
FMI Large Cap Institutional	FMIQX	Large Blend			15.11%	85	0.710%	Average	Institutional	$100,000
FMI Large Cap Investor	FMIHX	Large Blend			14.93%	86	0.840%	Average	No Load	$1,000

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

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Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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