| 19.72 Net Asset Value | -1.40% 1 Day | +15.32% 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 | -0.25% | 3 years | +16.11% | |
| 3 months | +5.51% | 5 years | +7.08% | |
| 1 year | +28.58% | Since inception | +8.40% |
| FMIHX | Category | |
|---|---|---|
| Performance 5-yr return | +7.08% | +4.80% |
| Expense ratio | 0.96% | 1.18% |
| Risk 5 year sharpe ratio | 0.49 | 0.30 |
| Net assets | $7.8B | $2.7B |
| Average market cap | $38.9B | $57.0B |
| Average P/E | 17.1 | 16.4 |
| 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% |
| MMM 3M Co | 5.43% |
| BRKB Berkshire Hathaway Inc Class B | 5.29% |
| BK Bank of New York Mellon Corp | 5.27% |
| ACN Accenture PLC | 4.92% |
| TEL TE Connectivity Ltd | 4.29% |
| SYY Sysco Corporation | 4.05% |
| OMC Omnicom Group, Inc. | 3.93% |
| COV Covidien PLC | 3.86% |
| ITW Illinois Tool Works Inc | 3.63% |
| WMT Wal-Mart Stores Inc | 3.47% |
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