FMI Large Cap Fund
FMI Large Cap Fund is a non-diversified, no-load mutual fund seeking long-term capital appreciation by investing mainly in a limited number of large capitalization value stocks. FMI Large Cap, composed of an investor class and an institutional class, (collectively the "Fund") is managed by Fiduciary Management, Inc. ("FMI") of Milwaukee, Wisconsin. All investment ideas are generated by the research team and managed by FMI’s Portfolio Management Committee. The Fund seeks to buy good businesses at value prices. Some characteristics of good businesses may include high recurring revenue and attractive returns on invested capital (ROIC). The Fund seeks companies with above average growth or improving profitability prospects. The Fund has a strong orientation to low absolute and relative valuations, which are key to the execution of the investment strategy. The Fund holds approximately 20-30 stocks, with most major industry groups represented.
Please see the prospectus or summary prospectus for further details.
General Fund Links
Forms & IRA • Tax Information • Proxy Policy • Proxy Voting Records
Join Our Mutual Fund Distribution List
To subscribe to FMI Funds quarterly commentary and updates, please complete and submit the form below.
Fiduciary Management, Inc. (FMI) does not share any information with outside parties unless otherwise obligated by law. Information collected will be used for distribution of an electronic quarterly report, including shareholder letters and quarterly fact sheets. Users may unsubscribe from the communication at any time.