4 / 5 Stars
4 3 5 4 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#22 in Mid-Cap Blend
U.S. News evaluated 140 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.45 percent over the past year, 12.86 percent over the past three years, 21.24 percent over the past five years, and 10.80 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.4%|
|3 Years (Annualized)||12.9%|
|5 Years (Annualized)||21.2%|
|10 Years (Annualized)||10.8%|
The investment seeks long-term capital appreciation. The fund invests mainly in small- to medium-capitalization companies (namely, companies with less than $5 billion market capitalization) value stocks of companies listed or traded on a national securities exchange or on a national securities association. It invests 80% of its net assets in common stocks, including for purposes of this limitation common stocks of foreign companies traded as American Depositary Receipts (ADRs). The fund may invest in ADRs through both sponsored and unsponsored arrangements.
Fees are High compared to funds in the same category.
FMI Common Stock Fund has an expense ratio of 1.19 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.