FMIHX Mutual Fund

FMIHX Mutual Fund (FMI Large Cap Fund Investor Class) is managed by Fiduciary Management Inc. with $682.7M in net assets. FMIHX expense ratio is 0.84%, holding 27 positions across sectors including Industrials, Financials, Health Care. Inception date: 2001-12-31.

FMIHX performance shows a YTD return of 2.69%. The 1-year return is 3.69% and the 5-year return is 4.09%. FMIHX dividend yield stands at 15.36%, paid annually.

FMIHX top holdings include Charles Schwab Corp. (7.8%), Booking Holdings Inc (6.3%), Ferguson Plc (5.8%), Aramark Services, Inc. (5.5%), Avery Dennison Corp. (5.3%). Go to all FMIHX holdings, FMIHX sectors, or FMIHX dividends.

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