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Nasdaq - Delayed Quote USD
FMI Large Cap Investor (FMIHX)
14.84
+0.09
+(0.61%)
At close: 6:48:49 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.17% |
| 5y Average Return | 14.49% |
| Number of Years Up | 18 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Mar 31, 2025) | 30.48% |
| Worst 1Y Total Return (Mar 31, 2025) | -- |
| Best 3Y Total Return | 30.48% |
| Worst 3Y Total Return | 3.77% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FMIHX
Category
- YTD
- 3.79%
- 5.31%
- 1-Month
- -0.20%
- -4.19%
- 3-Month
- -3.68%
- 3.90%
- 1-Year
- 10.84%
- 20.31%
- 3-Year
- 8.19%
- 6.48%
- 5-Year
- 11.50%
- 11.78%
- 10-Year
- 9.02%
- 10.96%
- Last Bull Market
- 12.52%
- 25.56%
- Last Bear Market
- -13.18%
- -15.11%
Annual Total Return (%) History
Year
FMIHX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 8.43% | -0.37% | 6.38% | -4.28% |
| 2023 | 3.95% | 5.70% | -2.60% | 13.13% |
| 2022 | -6.16% | -13.18% | -6.43% | 12.08% |
| 2021 | 6.05% | 4.11% | -2.65% | 10.38% |
| 2020 | -23.43% | 15.47% | 7.67% | 15.81% |
| 2019 | 10.68% | 5.35% | 0.25% | 5.80% |
| 2018 | -1.16% | 3.34% | 4.05% | -9.56% |
| 2017 | 5.48% | 2.88% | 3.60% | 6.02% |
| 2016 | 3.39% | 1.87% | 3.06% | 4.83% |
| 2015 | 1.79% | 0.19% | -7.58% | 3.52% |
| 2014 | 2.49% | 5.75% | -1.77% | 5.53% |
| 2013 | 11.40% | 3.10% | 4.48% | 8.74% |
| 2012 | 11.08% | -2.07% | 4.76% | 0.79% |
| 2011 | 4.74% | 1.83% | -14.05% | 10.71% |
| 2010 | 5.66% | -10.31% | 7.91% | 8.95% |
| 2009 | -8.51% | 14.85% | 14.40% | 7.89% |
| 2008 | -5.50% | -0.76% | -4.61% | -18.29% |
| 2007 | 1.84% | 6.01% | -1.34% | -2.26% |
| 2006 | 4.11% | 0.36% | 5.72% | 5.63% |
| 2005 | 2.37% | -1.00% | 3.59% | 3.95% |
| 2004 | 4.36% | 2.09% | -0.68% | 11.07% |
| 2003 | -2.35% | 15.06% | 5.03% | 11.48% |
| 2002 | 2.60% | -10.23% | -13.79% | 7.05% |
Rank in Category (By Total Return)
| YTD | 12 |
| 1-Month | 13 |
| 3-Month | 86 |
| 1-Year | 87 |
| 3-Year | 87 |
| 5-Year | 96 |
Load Adjusted Returns
| 1-Year | 10.84% |
| 3-Year | 8.19% |
| 5-Year | 11.50% |
| 10-Year | 9.02% |
Performance & Risk
| YTD Return | 1.17% |
| 5y Average Return | 14.49% |
| Rank in Category (ytd) | 12 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.91 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | FMI Funds |
| Net Assets | 1.5B |
| YTD Return | 3.79% |
| Yield | 0.52% |
| Morningstar Rating | |
| Inception Date | Oct 31, 2016 |
Fund Summary
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.
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