FMIHX : FMI Large Cap Fund Investor Class

FMIHX is a US Stocks Market Large Blend with MODERATE fees.

FMIHX

FMI Large Cap Fund Investor Class

FI Score

60 /100

Expense Ratio Rating

5 /10

Expense Rating

2 /10

Market Score

8 /10

Category Score

10 /10

Market Size

8 /10

60% FI Score
  • fmihx
  • Mutual Fund
  • US Stocks
  • Large Blend

FMI Large Cap Fund Investor Class

Expenses: 0.82% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. 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. The fund is non-diversified.

Largest Holdings

Amount Holding
7.16% Berkshire Hathaway Inc Class B
5.98% UnitedHealth Group Inc
4.59% Dollar General Corp
4.18% Honeywell International Inc
4.11% Quest Diagnostics Inc
4.09% Masco Corp
3.86% Booking Holdings Inc
3.54% Chubb Ltd
3.40% Unilever PLC ADR
3.28% JPMorgan Chase & Co
3.21% Charles Schwab Corp
3.19% TJX Companies Inc
3.17% Dollar Tree Inc
3.13% Smith & Nephew PLC ADR
3.06% Nestle SA ADR
3.04% Expeditors International of Washington Inc
3.03% Comcast Corp Class A
3.03% Eaton Corp PLC
3.03% Northern Trust Corp
3.02% Omnicom Group Inc
3.00% PepsiCo Inc
2.88% Royal Philips NV ADR
2.68% PACCAR Inc
2.48% Accenture PLC Class A
2.26% PPG Industries Inc

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