4 / 5 Stars
4 3 5 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
#24 in Mid-Cap Blend
U.S. News evaluated 135 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 27.45 percent over the past year, 14.63 percent over the past three years, 19.22 percent over the past five years, and 11.14 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.8%|
|3 Years (Annualized)||14.6%|
|5 Years (Annualized)||19.2%|
|10 Years (Annualized)||11.1%|
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) 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 traded as American Depositary Receipts ("ADRs") or American Depositary Shares ("ADSs").
Fees are Above Average 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.