FMIQX Mutual Fund

FMIQX Mutual Fund (FMI Large Cap Fund Institutional Class) is managed by Fiduciary Management Inc. with $425.4M in net assets. FMIQX expense ratio is 0.71%, holding 25 positions across sectors including Industrials, Financials, Health Care. Inception date: 2016-10-31.

FMIQX performance shows a YTD return of 6.90%. The 1-year return is 8.55% and the 5-year return is 6.96%. FMIQX dividend yield stands at 14.99%, paid annually.

FMIQX top holdings include Charles Schwab Corp. (6.9%), Booking Holdings, Inc. (6.5%), Cdw Corp. (6.5%), Aramark (5.4%), Ferguson Plc (5.3%). Go to all FMIQX holdings, FMIQX sectors, or FMIQX dividends.

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