FMIGX Mutual Fund

FMIGX Mutual Fund (FMI Global Fund Institutional Class) is managed by Fiduciary Management Inc. with $12.2M in net assets. FMIGX expense ratio is 0.90%, holding 31 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2024-12-31.

FMIGX performance shows a YTD return of 4.75%. The 1-year return is 7.14%. FMIGX dividend yield stands at 1.51%, paid annually.

FMIGX top holdings include Booking Holdings, Inc. (6.0%), CDW Corporation (4.8%), Schwab Strategic T (4.6%), Informa Plc (4.5%), Capital One Financial Corp. (4.5%). Go to all FMIGX holdings, FMIGX sectors, or FMIGX dividends.

FMIGX can be compared against other funds. Use FMIGX overlap to find shared positions, or FMIGX vs another fund for a side-by-side view. FMIGX alternatives are available via the screener, along with tax-loss harvesting opportunities.