FMIHX Mutual Fund

FMIHX Mutual Fund (FMI Large Cap Fund Investor Class) is managed by Fiduciary Management Inc. with $678.6M in net assets. FMIHX expense ratio is 0.84%, holding 25 positions across sectors including Industrials, Financials, Health Care. Inception date: 2001-12-31.

FMIHX performance shows a YTD return of 6.80%. The 1-year return is 8.33% and the 5-year return is 6.82%. FMIHX dividend yield stands at 14.77%, paid annually.

FMIHX top holdings include Schwab Strategic T (6.9%), Booking Holdings, Inc. (6.5%), CDW Corporation (6.5%), Aramark Services Inc 2/1/2028 (5.4%), Ferguson Plc (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.