FMI FocusFMIOX

Morningstar Rating

Fund Research and Analysis

by Andrew Gogerty

FMI Focus continues to hit its stride.

Comanagers Rick Lane and Glenn Primack have this small-blend offering firing on all cylinders over the past two years. During mid-2008 the team began trimming strong-performing energy stocks and rotating into Read more

Kudos

Excellent long-term performance record.

Experienced management. Read more

Risks

Above-average expenses for a no-load small-cap fund.

Stretches of weaker performance compared with peers could be the norm. Read more

Strategy

The fund's managers have broad leeway in their stock selection. They look for small- and mid-cap names that trade for less than their calculations of private market value and that have strong market Read more

Management

The fund is subadvised by Broadview Advisors, LLC. Lead manager Richard Lane was employed by FMI prior to branching out on his own. He worked on the fund from its inception and was named a portfolio manager in October 1997. Comanager Glenn Primack was Read more

Inside Scoop

This fund's research process is impressive in its thoroughness. That's good because its opportunistic approach carries some risk. Read more

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