FMIMX Mutual Fund
FMIMX Mutual Fund
NAV$40.12
AUM$568M
TER0.96%
Holdings30
FMIMX Mutual Fund
NAV$40.12
FMI Common Stock Fund Investor Class
AUM$568M
TER0.96%
Holdings30
FMIMX Mutual Fund Overlap Analysis
FMIMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMIMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, FMIMX may share significant positions with broad-market funds.
FMIMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMIMX tax-loss harvesting finds highly correlated but non-identical funds.