Nasdaq - Delayed Quote
USD
FMI Common Stock Institutional (FMIUX)
41.41
+1.18
(+2.93%)
At close: November 2 at 6:46:33 PM EST
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- 10
- Min Initial Investment, AIP
- 10
- Min Subsequent Investment
- 1,000
- Min Subsequent Investment, IRA
- 1
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
- Ausdal Financial Partners Inc
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Protected Investors of America
- American Trust Custody
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Schwab Institutional
- Shareholders Services Group
- JPMorgan
- Vanguard
- T. Rowe Price
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- DATALynx
- Ameriprise Brokerage
- Cetera Advisors LLC – PAM, PRIME, Premier, mAA Advisor
- Cetera Wealth Services LLC – PAM, PRIME, Premier, mAA Advisor
- RBC Wealth Management-Advisory Eligible
- Ameriprise SPS Advantage
- Mony Securities Corp
- CommonWealth NTF
- SunAmerica Securities Premier / Pinnacle
- Vanguard NTF
- ETrade No Load Fee
- SunGard Transaction Network
- Raymond James
- Raymond James WRAP Eligible
- Bear Stearns No-Load Transaction Fee
- Commonwealth Universe
- Robert W. Baird & Co.
- DATALynx IMS
- JPMorgan INVEST
- WFA MF Advisory Updated 9.2.26
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- Sterne, Agee & Leach, Inc.,
- ING Financial Ptnrs PAM and PRIME Approv
- Ameritas NTFN
- Firstrade
- Scottrade NTF
- Standard Retirement Services, Inc.
- Ameriprise Financial
- Thrivent – Advisory Eligible
- Morgan Stanley Consulting Group Advisor
- Matrix Financial Solutions
- Trade PMR Transaction Fee
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ING Financial Advisers - SAS Funds
- Met Life Resources MFSP Alliance List
- Mid Atlantic Capital Group
- HD Vest - Vest Advisor
- Securities America Advisors
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- MSWM Brokerage
- WFA Fdntl Choice/PIM Updated 9.2.26
- DailyAccess Corporation Mid-Atlantic
- RBC Wealth Management-Wrap Eligible
- Investacorp NTF
- H Beck Inc.
- ING Financial Partners Inc.
- Securities America Inc.
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- Morgan Stanley Portfolio Management
- JP Morgan No Load
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- WF MFAQ Screen Updated 03/31/2015
- Cetera Financial Specialists LLC- Premier
- LPL SWM
- Schwab Advisor Services All Funds Available
- Schwab Existing Shareholders Only
- Schwab Advisor Services Mutual Fund OneSource & Other NTF Funds
- Pershing Retirement Plan Network
- Ameriprise SPS Advisor
- HD Vest
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability
- Thrivent – Retail Eligible
- Avantax
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
- Schwab Advisor Services Transaction-Fee Funds
- Schwab (Non Transaction Fee)
Fund Summary
The fund invests mainly in small- to medium-capitalization companies (namely, companies with less than $7 billion market capitalization at the time of initial purchase) listed or traded on a national securities exchange or on a national securities association. Under normal market conditions, the fund invests 80% of its net assets in common stocks, including for purposes of this limitation common stocks of foreign companies which the fund principally invests in through ADRs or American Depositary Shares ADSs. ADRs and ADSs are dollar-denominated securities of foreign issuers traded in the U.S.
Fund Overview
| Category | Small Blend |
| Fund Family | FMI Funds |
| Net Assets | 1.71B |
| YTD Return | 9.85% |
| Yield | 0.44% |
| Morningstar Rating | |
| Inception Date | Dec 18, 1981 |
Performance & Risk
| YTD Return | 20.56% |
| 5y Average Return | 10.65% |
| Rank in Category (ytd) | 74 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.90 |
| Morningstar Risk Rating |
