FMIMX Mutual Fund

FMIMX Mutual Fund (FMI Common Stock Fund Investor Class) is managed by Fiduciary Management Inc. with $582.4M in net assets. FMIMX expense ratio is 0.96%, holding 30 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 1981-12-18.

FMIMX performance shows a YTD return of 18.42%. The 1-year return is 17.18% and the 5-year return is 10.68%. FMIMX dividend yield stands at 11.18%, paid annually.

FMIMX top holdings include Aramark Services Inc 2/1/2028 (5.7%), White Mountains Insurance Group, Ltd Common Stock (5.0%), Primerica Inc (pri) (4.8%), Firstcash Inc (4.7%), Zions Bancorp Na (4.5%). Go to all FMIMX holdings, FMIMX sectors, or FMIMX dividends.

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