FMIQX Mutual Fund

FMIQX Mutual Fund (FMI Large Cap Fund Institutional Class) is managed by Fiduciary Management Inc. with $439.6M in net assets. FMIQX expense ratio is 0.71%, holding 27 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 Schwab Strategic T (7.8%), Booking Holdings, Inc. (6.3%), Ferguson Plc (5.8%), Aramark Services Inc 2/1/2028 (5.5%), Avery Dennison Corp. (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.