| 19.08 Net Asset Value | +0.37% 1 Day | +11.58% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 0.96% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +0.79% | 3 years | +10.57% | |
| 3 months | +8.90% | 5 years | +7.49% | |
| 1 year | +18.10% | Since inception | +8.05% |
| FMIHX | Category | |
|---|---|---|
| Performance 5-yr return | +7.49% | +4.80% |
| Expense ratio | 0.96% | 1.18% |
| Risk 5 year sharpe ratio | 0.50 | 0.33 |
| Net assets | $7.2B | $2.6B |
| Average market cap | $34.1B | $54.9B |
| Average P/E | 15.9 | 15.7 |
| Portfolio turnover | 21% | 21% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | FMI Funds |
| Fund manager & tenure | Patrick English / 11 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | 19.46% |
| Industrial materials | 15.47% |
| Financial service | 14.12% |
| Consumer service | 13.14% |
| Healthcare | 12.76% |
| BK Bank of New York Mellon Corp | 5.57% |
| MMM 3M Co | 5.38% |
| BRKB Berkshire Hathaway Inc Class B | 5.17% |
| SYY Sysco Corporation | 4.48% |
| TEL TE Connectivity Ltd | 4.32% |
| ACN Accenture PLC | 4.23% |
| ITW Illinois Tool Works Inc | 4.10% |
| KMB Kimberly-Clark Corporation | 3.76% |
| COV Covidien PLC | 3.73% |
| WMT Wal-Mart Stores Inc | 3.59% |
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