FMI Large CapFMIHX

Morningstar Rating

Fund Research and Analysis

by Andrew Gogerty

The attention FMI Large Cap is getting is fully warranted.

The market's rebound in 2009, combined with continued inflows, has moved this fund into the spotlight in the large-blend category. Assets have crossed the $2 billion mark, up from just $639 Read more

Kudos

Strong record since inception.

Below-average volatility. Read more

Risks

The fund is likely to lag its peers during growth-led rallies.

Concentrated portfolio adds to potential risk. Read more

Strategy

The fund's management team invests in large-cap companies that have durable business models with recurring revenues and strong returns on invested capital. It measures valuation relative to historical Read more

Management

A five-person investment policy committee led by Ted Kellner, CEO of Fiduciary Management Inc., and Patrick English, head of equity research, make all of the investment decisions here. Kellner and English have been in charge since the fund's December Read more

Inside Scoop

This fund invests with a long-term outlook in thoroughly researched large-cap companies trading below what management considers their intrinsic value. Read more

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