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FMI Large Cap Institutional (FMIQX)

14.91 +0.22 (+1.50%)
At close: 8:01:33 PM EST
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  • Previous Close 14.69
  • YTD Return 1.81%
  • Expense Ratio 0.71%
  • Category Large Value
  • Last Cap Gain 38.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Net Assets 991.56M
  • Beta (5Y Monthly) 0.77
  • Yield 0.95%
  • 5y Average Return --
  • Holdings Turnover 23.00%
  • Last Dividend 0.15
  • Inception Date Dec 31, 2001

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.

FMI Funds

Fund Family

Large Value

Fund Category

991.56M

Net Assets

2001-12-31

Inception Date

Performance Overview

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Trailing returns as of 10/29/2026. Category is Large Value.

YTD Return

FMIQX
1.81%
Category
4.44%

1-Year Return

FMIQX
1.58%
Category
14.37%

3-Year Return

FMIQX
10.53%
Category
6.04%

5-Year Return

FMIQX
6.44%
Category
9.20%

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