FMIMX
FMI Common Stock Fund Investor Class
1W: -0.0%
1M: -4.0%
3M: -3.5%
YTD: +10.2%
1Y: -2.9%
3Y: +25.5%
5Y: +38.2%
$37.29
+0.07 (+0.19%)
Weekly Expected Move ±2.0%
$36
$36
$37
$38
$39
Key Statistics
AUM$1.8B
Holdings28
Top 10 Wt45.5%
Volume0
Avg Volume0
Beta0.85
Portfolio Fundamentals
P/E15.1
P/B2.6
Div Yield1.13%
ROE17.8%
% Profitable90%
Inception1981-12-18
Sector Allocation
Industrials
34.2%
Financial Services
26.1%
Technology
8.9%
Healthcare
8.3%
Consumer Cyclical
8.1%
Basic Materials
7.1%
+2 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Aramark | 0HHB.L | 5.70% | $99.9M | 2,465,000 |
| 2 | White Mountains Insurance Grou | WTM | 5.01% | $87.9M | 40,000 |
| 3 | Primerica Inc | PRI | 4.78% | $83.9M | 335,000 |
| 4 | FirstCash Holdings Inc | FCFS | 4.71% | $82.7M | 440,000 |
| 5 | Zions Bancorp NA | 0M3L.L | 4.55% | $79.8M | 1,385,000 |
| 6 | Valvoline Inc | VVV | 4.42% | $77.6M | 2,305,000 |
| 7 | AptarGroup Inc | ATR | 4.31% | $75.6M | 600,000 |
| 8 | Gates Industrial Corp PLC | — | 4.16% | $73.0M | 3,230,000 |
| 9 | Arrow Electronics Inc | 0HI1.L | 4.09% | $71.7M | 500,000 |
| 10 | FTI Consulting Inc | FCN | 3.95% | $69.3M | 392,000 |