FMIUX Mutual Fund

FMIUX Mutual Fund (FMI Common Stock Fund Institutional Class) is managed by Fiduciary Management Inc. with $1.35B in net assets. FMIUX expense ratio is 0.84%, holding 30 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2016-10-31.

FMIUX performance shows a YTD return of 18.53%. The 1-year return is 17.32% and the 5-year return is 10.82%. FMIUX dividend yield stands at 11.32%, paid annually.

FMIUX 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 FMIUX holdings, FMIUX sectors, or FMIUX dividends.

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