- What does FMIHX invest in?
- The fund invests mainly in a limited number of large capitalization (namely, companies with more than $5 billion market capitalization at the time of initial purchase) value stocks of companies listed or traded on a national securities exchange or on a national securities association, including foreign securities traded on a national securities exchange or on a national securities association.
- What is the expense ratio of FMIHX?
- FMI Large Cap Fund Investor Class (FMIHX) charges an expense ratio of 0.84%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is FMIHX?
- FMI Large Cap Fund Investor Class (FMIHX) manages $1.07B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is FMIHX actively managed or an index fund?
- FMIHX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was FMIHX launched?
- FMI Large Cap Fund Investor Class (FMIHX) launched in December 2001 and is managed by the fund issuer.
- How has FMIHX performed?
- FMIHX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.