FMIUX – Fund Analysis – FMI Common Stock Institutional | Morningstar

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Will FMIUX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FMIUX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the FMIUX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of FMIUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still a lot to like.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

Reduced confidence in FMI Common Stock's measured approach leads to a more subdued view of an overall sound offering.

by Chris Tate

Rated on Nov 22, 2023 Published on Nov 22, 2023

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