FMI Mutual Funds List
Here you can find all mutual funds issued by FMI and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 5
- Avg. Expense Ratio
- 0.88%
- Avg. 1 Year Return
- 14.63%
- Avg. 5 Year Return
- 8.45%
- Median Risk/Return Score
- 25 / 100
FMI Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FMI Common Stock Fund Institutional Class | Small Cap Value Equities | Oct 31, 2016 | 0.84% | 18.62% | — | 11.31% | 22 |
Explore top FMI Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best FMI Mutual funds by Risk/Return Score
The top FMI Mutual funds by PortfoliosLab Risk/Return Score are FMIJX (27) and FMIYX (25).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| FMI International Fund | 27 | — | Dec 2010 | |
| FMI International Fund Class I | 25 | — | Dec 2010 | |
| FMI Common Stock Fund | 25 | — | Dec 1981 | |
| FMI Common Stock Fund Institutional Class | 22 | — | Oct 2016 | |
| FMI Large Cap Fund | 13 | — | Dec 2001 |
Best-Performing FMI Mutual funds Over 5 Years
The top FMI Mutual funds is FMIUX (10.81%).
Across the lineup, FMI Mutual funds show an average 1-year return of 14.63% and an average 5-year return of 8.45%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| FMI Common Stock Fund Institutional Class | 10.81% | — | Oct 2016 | |
| FMI Common Stock Fund | 10.68% | — | Dec 1981 | |
| FMI International Fund Class I | 8.16% | — | Dec 2010 | |
| FMI Large Cap Fund | 6.79% | — | Dec 2001 | |
| FMI International Fund | 5.83% | — | Dec 2010 |
Lowest-Cost FMI Mutual funds
The top FMI Mutual funds is FMIYX (0.80%).
With an average expense ratio of 0.88%, FMI Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| FMI International Fund Class I | 0.80% | — | Dec 2010 | |
| FMI Large Cap Fund | 0.82% | — | Dec 2001 | |
| FMI Common Stock Fund Institutional Class | 0.84% | — | Oct 2016 | |
| FMI International Fund | 0.94% | — | Dec 2010 | |
| FMI Common Stock Fund | 1.01% | — | Dec 1981 |
Highest-Yield FMI Mutual funds
The top FMI Mutual funds is FMIHX (14.75%).
Across the lineup, FMI Mutual funds show an average dividend yield of 12.16%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| FMI Large Cap Fund | 14.75% | — | Dec 2001 | |
| FMI International Fund Class I | 11.84% | — | Dec 2010 | |
| FMI International Fund | 11.75% | — | Dec 2010 | |
| FMI Common Stock Fund Institutional Class | 11.31% | — | Oct 2016 | |
| FMI Common Stock Fund | 11.17% | — | Dec 1981 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.